Aj Lavallie's Location
Chicago, Illinois, United States
Aj Lavallie's Work
- Certified Financial Planner @ BlueLake Wealth Advisors
- Partner - Financial Planning @ The Advisors Group Of Chicago
Aj Lavallie's Education
- College for Financial Planning
CFP
1986 - 1988 - University of Illinois at Urbana-Champaign
BA
1978 - 1982
Aj Lavallie's Skills
- Investments
- Portfolio Management
- Retirement Planning
- Risk Management
- Wealth Management
- Asset Allocation
- Finance
- Strategic Financial Planning
- Microsoft Excel
- Retirement
Aj Lavallie's Summary
AJ LaVallie, based in Chicago, Illinois, United States, is currently a Certified Financial Planner at Bluelake Wealth Advisors, bringing experience from previous roles at The Advisors Group Of Chicago. AJ LaVallie holds a 1986 - 1988 CFP @ College for Financial Planning. With a robust skill set that includes Investments, Portfolio Management, Retirement Planning, Risk Management, Wealth Management and more, AJ LaVallie contributes valuable insights to the industry. AJ LaVallie has 2 emails and 1 mobile phone number on RocketReach.
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