Giovanni Valle, CFP®
Designations and Licenses
Giovanni is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Giovanni provides clients with customized wealth management solutions to help them achieve their goals. Prior to Mariner Wealth Advisors, he was an associate wealth strategist for Beacon Trust Company where worked with a wealth team to provide recommendations related to retirement, estate and tax planning along with cash flow and investment allocation strategies. He then started his full-time financial planning career in December 2016 after graduating college as an associate wealth strategist for more than 4 years at an RIA firm called Beacon Trust Company. In that role, he worked closely with the wealth advisory team in providing client-specific analyses and recommendations related to retirement planning, estate planning, income tax planning, cash flow and investment allocation strategies.
He has a bachelor’s degree in finance and a Bachelor of Arts degree in communication from Rutgers University, New Brunswick and graduated with honors from the Rutgers Business School.
In his free time Giovanni enjoys watching all sports, but his favorites are baseball and basketball. His favorite teams are the New York Yankees and the Brooklyn Nets. He also enjoys spending time, with family and friends, traveling and reading.