Investment Advisor Betsy Vallone Joins Norwell, MA Financial Services Firm

Betsy Vallone, Investment Advisor and Certified Financial Education Instructor (CFEI), joins her husband, Steve Daglio, at their financial services firm, Essential Asset Management (EAM) in Norwell, MA.

Ms. Vallone, a Norwell resident and co-owner and principal of EAM, is returning from maternity leave to take an active role in the firm as an Investment Advisor and educator. Ms. Vallone will provide clients with tailored financial advice and services based on their specific goals, concerns, and requirements. She will also lead financial education workshops that are focused on women and investing, which will cover the fundamentals in financial planning and more.

“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,” explained Ms. Vallone.

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.

To learn more about EAM or to schedule a consultation with the husband and wife financial services team, visit www.essentialassetmanagement.net.