ValaVanis Financial

Welcome to ValaVanis Financial, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the concepts behind responsible financial planning and prudent forward thinking to better help you navigate this economy. Most importantly, we hope you see the value of working with skilled professionals to help you better achieve your financial goals.

ValaVanis Financial is owned and operated by Jason ValaVanis, Lois ValaVanis, and their son Max ValaVanis.  Jason earned his Board Certification as a Financial Planner (CFP) in 1996, and his Certification as a Senior Advisor (CSA) in 1998.  Max earned his Board Certification as a Financial Planner (CFP) in 2021. Jason, Lois, and Max have been advising folks just like you in the areas of basic finanical planning, investing, insurance, estate strategies, and income tax strategies.  Since 1990, Jason has been committed to the on-hands approach of client care.  Anytime a client is in need, Jason is not far away.  Max joined the firm in 2020 and is now co-owner. Their successes in financial services extends beyond the office environment and into the client's home. Come visit us for a no obligation review of your finanical footprint.  You'll be glad you did.