Join Us in Welcoming Tony

We’re excited to share that there’s a new Financial Planner joining us here at Haas Financial Group. Please join us in welcoming Tony Valle to the team! 

Tony brings a really unique mix of technical experience, leadership, and heart to our firm. While his background includes years of experience in accounting, operations, and tax work, what stood out most to us during the hiring process was something much more personal: his calm demeanor, steady drive, and genuine desire to help people better understand their financial lives. 

Before joining Haas Financial Group, Tony spent nearly a decade building experience across financial operations, accounting, and public accounting roles, including leadership positions at SEI and audit experience with Baker Tilly. He also founded Valle Financial LLC, where he specializes in tax preparation and planning services for individuals and small businesses. 

What drew Tony toward financial planning, though, was the personal side of the work and the interaction with his tax clients. He recently passed the CERTIFIED FINANCIAL PLANNER™ exam in March and is continuing on the path toward CFP® certification. Already holding an MBA, Tony is clearly a lifelong learner. He’s also now pursuing his Enrolled Agent (EA) designation with the IRS. 

While Tony’s tax background is a tremendous value-add, his expertise extends far beyond taxes alone. As a Financial Planner, Tony will work closely alongside Adam and me in helping guide clients through the full financial planning process, contributing to advice, participating in client meetings, and helping families make thoughtful decisions across all areas of their financial lives. As a small, relationship-driven firm, we’re excited for Tony to grow into all aspects of holistic financial advice and client relationships over time. Great planning happens at the intersection of technical knowledge and human connection, and Tony fits that vision incredibly well. He brings humility, curiosity, and a passion for financial literacy and has a natural ability to make complex topics feel approachable, which fits closely with how we strive to serve our clients and community. 

Tony lives in Allentown with his wife, Mirialy, and we’re thrilled to have them become part of the Haas Financial Group family. 

Please join us in welcoming Tony to the team. We can’t wait for you to meet him. 

Ticket #T010876

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.