Thomas J. Valore,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Valore, CFP®

CLU

LPL Financial

1735 N 1st St, Ste 109
San Jose, CA 95112-4530
(408) 441-4608

General

Thomas Valore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Government & Military, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning

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