John Valleau (CFP®, CPA)
John Valleau focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
We offer a comprehensive approach to wealth management that allows you to contact us as your primary advisor who will coordinate all aspects of your financial life. We guide our clients through the process of achieving their financial goals by employing a long-term, disciplined approach to wealth management that works.
Additional Information
We have been helping individuals achieve their financial goals for over 30 years. I earned my Bachelor of Science degree in Business Administration from Marquette University. In addition to NAPFA, I am a member of the Illinois CPA Society and the Financial Planning Association.
NAPFA Start Date
June 14, 2010