Valerio Financial Group strives to learn innovative techniques and stay abreast on industry developments, we are poised to bring the latest products and services to help meet each of its client’s unique needs.
Treating each client as an extension of our own family, our compassionate and approachable team helps people develop strategies designed to achieve their financial aspirations & then collaborates in a comfortable and unassuming environment to help protect those plans from unforeseen life events.
Our clients benefit from forward thinking and preemptive planning techniques and strategies that balance current life demands and preparing for future goal attainment, with an advisor only a phone call away.
Lisa had 6 years corporate experience before she decided to take over the securities arm of her father’s business in October 2008, an opportunity that has offered her the chance to assist more than 250 families. “Helping my clients finally understand their finances when we finish a meeting keeps me motivated to forge forward in this complicated and challenging industry. Knowing that I have dedicated my time to helping others, I’m filled with the warmest sense of accomplishment as I celebrate alongside clients watching their goals come to fruition.”
Lisa graduated with a dual BA in Economics and Marketing from Muhlenberg College in PA and then went on to complete an MBA in International Business at Fairfield University. She later went on to complete the Series, 6, 63, 65 and Insurance Exams to attain both the Investment Advisor Representative and Insurance Agent licenses.
Dedicated to staying abreast of important developments and trends in the industry, which are critical to a strong financial plan, Lisa went on to attain her Certificate in Long Term Care in 2012. This designation, CLTC, is granted by the Corporation for Long-Term Care to professionals completing a rigorous training centered on the mastery of complex nuances in the extended care space whom are committed to educating consumers about the impact long term care has on the overall financial, physical and emotional well-being of not only themselves but those that they love.
Most recently she has gone on to further her education in the tax preparation space allowing her the chance to bring further insights into tax mitigation strategies to financial planning.
In her free time, Lisa likes spending time with her family and friends, listening to music, singing, volunteering and spending time her furry family members. She has a passion for travel and takes every available opportunity to explore the world, taking photos and getting to know the various vibrant cultures that add so much warmth to life. One day Lisa is hoping to get her scuba diving certification so she can get a better perspective of the wonders under the sea.
Check the background of this investment professional on FINRA's BrokerCheck.
Jessica joined us in 2017 in her role as Client Engagement Facilitator, where she oversees and optimizes operational procedures to further enhance the level of service we provide our clients.
As part of this, Jessica works diligently to keep new applications moving through the carriers efficiently and helps to effectuate strategies that have been outlined for our clients. She is an integral teammate in keeping the office abreast of changing technology and compliance requirements in the industry aimed to protect our client's data privacy.
After she graduated from Roger Williams University with a BA in Political Science, she worked as a recruiter in the technology industry for almost a decade prior to joining us at Valerio Financial Group. Jessica lives in Shelton, with her husband and two adorable boys. In her free time, she is a member of the board for the MOMS Club of Shelton and Monroe. Whenever possible, she enjoys some quiet time diving into a good book and escaping on travel adventures.
Emma is currently a Junior at Providence College in Providence, RI preparing for a career in education due to her passion for children. Her natural warmth, dedication and attention to detail help her to flourish as a member of the admin team for Valerio Financial Group during school breaks. Emma is a valuable member of the team focusing on administrative execution, policy support, special projects and operational efficiencies to name a few of the hats she wears.
Valerio Financial Group
200 Platt Lane Milford, CT 06461 US
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Neither RAA, nor its representatives offer tax or legal advice.
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