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Giovanni V
CFP®
Rutherford, NJ
Avantax Planning Partners, Inc.
Giovanni Valle is a CFP® professional with two years of industry experience, currently serving at Avantax Planning Partners, Inc. His prior experience includes roles at Cetera Wealth Services, Facet Wealth, Mariner Wealth Advisors, Beacon Trust Company, and Condor Capital Management. Valle also worked at Rutgers University, New Brunswick, from 2012 to 2016. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, and insurance entities.
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