Tony Valle

My role in the financial planning process is to help ensure your financial plan aligns your personal values and future goals while making sure we consider tax efficiency at every step. I believe that getting to know you on a personal level, while having the heart of a teacher, is an important part of helping you navigate your financial life with the ultimate goal of achieving financial freedom and confidence for yourself and your family. 

Born in Easton PA, I was fortunate enough to have a big, close-knit family with my grandparents, uncles, aunts, and cousins all living within a few houses of one another. My family moved from Puerto Rico to PA before I was born as my mother wanted a life full of more opportunities for my sister and I. We grew up in a single-parent household with money being scarce, but I always had a knack for numbers, so even from a young age, I wanted to help my mother save and manage her money. 

Being a first-generation college graduate was a goal that my mother instilled that always stuck with me growing up. I found in college that accounting and finance were things that came natural to me and were skills I was able to use to accomplish that goal. My financial education journey showed me that money doesn’t have to be feared and, if managed properly, can be used as a tool to feel more fulfilled in life. My focus as a financial planner is to educate you on how you can best use your financial resources to help you worry less about money so you can spend time on what matters most to you.  

I value being a lifelong learner. That’s why I am currently on the road to becoming a CFP® after successfully passing the board exam in early 2026. I am also currently working to become an Enrolled Agent (EA) with the IRS to build on my mastery of tax law so I can best assist you with tax advice and proactive tax planning. 

Outside of the office  

I was lucky enough to meet my wonderful wife, Mirialy, at our alma mater DeSales University in Center Valley, PA. We have been happily married for over 9 years and we own a home in Allentown with our little Bichon Frise puppy, Casper. Mirialy is a school counselor and cheer coach at Dieruff High School, and I enjoy supporting her school’s sporting programs and events. We also like to stay involved at Kutztown University, where Mirialy received her master’s degree, through working with the Muticultural Center to put on events such as financial literacy presentations. In our free time we enjoy watching football (Go Birds!), movies, shows and collecting for and playing trading card games. We also love playing board games with friends and taking long walks on the trail in our neighborhood.  

Business Experience, Qualifications, Designations and Degree