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Dallavalle Financial

Dallavalle Financial

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Dreaming of a Beautiful Future

Two are better than one because they have a good reward for their labor. ECC 4:12

Making it real

Two are better than one because they have a good reward for their labor. ECC 4:12

Expertise counts! We can help.

Two are better than one because they have a good reward for their labor. ECC 4:12

 

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Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Saving For College

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.

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Erika Espinoza

Office Administrator

Meet Erika Espinoza, who is the newest addition to the Dallavalle Financial Team. She graduated from the University of Maryland, Baltimore County...

John F. Dallavalle

CPA, CLU, ChFC

Founder

John F. Dallavalle is the founder of Dallavalle Financial with over 30 years of financial services experience.

John is a member of the...

Eric J Dallavalle

Eric earned a Bachelor of Science (Accounting) degree from Mount Saint Mary’s University and a Master of Accounting from University of...

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Daniel J Swain, CFP®

Director of Planning

Daniel Swain has served as the Director of Planning for Dallavalle Financial since 2016. He grew up in the Czech Republic in Central Europe and...

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  •   7360 Guilford Drive, Suite 203, Frederick, MD 21703
  •   301-695-0650
  •   john@dallavallefinancial.com

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