John Valleau (CFP®, CPA®)

John Valleau focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax 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

My partner, Larry Shanker and I have been working together for over 25 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. I am a board member and treasurer of the Lakeside Singers, Inc., a unique group of professional singers. The group's recent performances include a concert at Ravinia with the Chicago Symphony Orchestra. I am also a member of the board of directors of the Piven Theatre Workshop. For over forty years, the Piven Theatre has maintained a nationally acclaimed actors training center. Additionally, I am a board member of Coat Angels, a Chicago charity dedicated to providing clothing to poverty-stricken children in Chicago. Coat Angels works with teachers and social workers to identify needy children who are then personally fitted with a new winter coat, fleece, hat and gloves.

NAPFA Start Date

June 14, 2010

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This Office

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