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Giovanni Valle

CFP® - Associate Wealth Strategist

Giovanni Valle is an Associate Wealth Strategist at Beacon Trust. He is responsible for supporting the Wealth Strategy and Tax Advisory teams with financial planning, cash flow analysis, and tax projections. Giovanni graduated from Rutgers University, New Brunswick with a B.S. in Finance with departmental honors and a B.A. in Communication and is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Beacon Trust, Giovanni completed an internship in Financial Planning at Condor Capital Management and he worked as a Financial Data Analyst at MetTel, a telecommunications company.