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

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


This Office

5215 Old Orchard Rd Ste 850 Skokie, IL 60077-1094 Phone: (847) 475-2900 Fax: (847) 972-1303