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

We have been helping individuals achieve their financial goals 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 president of the Lakeside Singers, Inc., a unique group of professional singers. The group’s performances include concerts at Ravinia with the Chicago Symphony Orchestra.

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