Betsy Vallone
Financial Services Professional & Financial Literacy Advocate
Personal Notes
Essentially, we help local families achieve financial security for their retirement years. We also provide specialized advice and services to women and others who are impacted by sudden wealth or other significant life-changes such as divorce, a new job or a new baby.
Bio
Ms. Vallone, co-owner and principal of Essential Asset Management, a boutique investment advisory firm located in Norwell, MA, is an Investment Advisor, educator, and an NFEC Certified Financial Education Instructor. Ms. Vallone provides clients with tailored financial advice and services based on their specific goals, concerns, and requirements. She also leads financial education workshops that are focused on women and investing, which cover the fundamentals in financial planning and more.
A seasoned Investment Advisor with nearly a decade of experience, Ms. Vallone holds Series 65 and Life, Accident and Health insurance licenses and has certification as a financial education instructor from the National Financial Educators Council. She received a Bachelor of Arts in Economics from Fairfield University in Connecticut and has continued graduate studies at Bentley University. She is currently a Certified Financial Planner (CFP) candidate and will sit for the CFP exam in July 2016.
Ms. Vallone’s vast experience includes serving as a Financial Planning Consultant at Fidelity Investments and as a Retirement Consultant at TIAA-CREF, to working in high tech at Oracle and Hubspot before leaving the corporate world to run her own successful dog training business.
She is a member of the South Shore Women’s Business Network.
About the Firm
Founded in 2011, Essential Asset Management (EAM) provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.
Investment Advisory Services offered through Bay Colony Advisors, a Registered Investment Advisor. Clearing, custody or other brokerage services provided by Fidelity Brokerage Services, LLC. Members
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