Giovanni Valle
Investment adviser representative at Cetera Planning Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Giovanni Valle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Planning PartnersMay 2023 to Sep 2026
- Avantax Investment ServicesMay 2023 to Sep 2025
- Facet WealthJul 2021 to May 2023
- Mariner Wealth AdvisorsMar 2021 to Jul 2021
- Beacon Trust CompanyDec 2016 to Mar 2021
- MettelJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7361348
- Firm CRD
- 129625