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John D

CFA®

Paramus, NJ

Valley Wealth Managers, Inc.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Leanne P

CFP®, Series 63, Series 65

Paramus, NJ

Valley Wealth Managers, Inc.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Sean M

Series 66

Paramus, NJ

Valley Wealth Managers, Inc.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Thomas A

CFA®, Series 63

Paramus, NJ

Valley Wealth Managers, Inc.

Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Matthew G

Series 65

Paramus, NJ

Valley Wealth Managers, Inc.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Chagit R

Series 66

Paramus, NJ

Valley Wealth Managers, Inc.

Chagit Raskin is a financial advisor at Valley Wealth Managers, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Leumi Investment Services Inc from 2015 to 2022, before joining Valley Wealth Managers, Inc. and its affiliated firms in 2022 and 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for both individual and institutional clients. The firm follows a client-driven investment process, utilizing individual stocks and bonds alongside mutual funds and ETFs, and maintains an investment committee that oversees strategic allocations and portfolio models.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Brianna V

Series 66

Paramus, NJ

Valley Wealth Managers, Inc.

Brianna Vanacore is a financial advisor at Valley Wealth Managers, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Valley National Bank. She has also worked in various positions outside finance, including at Rutgers University and Anthony Gerald Studio D. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis for equity selection, offering discretionary portfolio management and multiple wrap fee programs.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Nicholas M

Series 66

Paramus, NJ

Valley Wealth Managers, Inc.

Nicholas Maguire is a financial advisor at Valley Wealth Managers, Inc. with three years of industry experience. He holds the Series 66 designation and previously served in the United States Marine Corps from 2017 to 2022. Outside of his advisory role, he manages a residential rental property with his wife. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven process that combines strategic equity, fixed income, and cash allocations tailored to each client’s objectives.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Brian Y

CFP®, Series 63, Series 65

Paramus, NJ

Valley Wealth Managers, Inc.

Brian Ycaza is a CFP® with eight years of industry experience, currently serving at Valley Wealth Managers, Inc. He has held roles at several firms, including Valley Financial Management, Inc., Valley National Bank, and Leumi Investment Services Inc. His background includes experience at Northwestern Mutual Investment Services LLC and multiple financial advisory practices. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm emphasizes a client-driven investment process and utilizes an investment committee to guide strategic and tactical allocations across equities, fixed income, and cash, often blending individual securities with mutual funds and ETFs.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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