I’m Carlo Valle!
I immigrated to Canada in 2013 after a career in the US military.
I’m fascinated by processes, particularly how we build knowledge and decision-making. So, I earned a BA in History followed by a graduate studies in International Affairs, Finance, and Economic Intelligence.
My passion is personal finance and I started my career as a financial security advisor and mutual funds representative in 2020.
I’m a member of the Financial Planning Association of Canada (FPAC) as well as volunteer organizer for the annual Canadian Advisor Tech Expo.
