Alfonso Valente

CFP®
Managing Partner, Bell & Valente, LLC
Financial Advisor, RJFS

Al Valente has more than 25 years’ experience in financial planning and wealth management. He began his career working for Avatar Associates and Dean Witter in New York and as a Vice President with Smith Barney in New Jersey. Al has an MBA with a concentration in finance from New York University’s Stern School of Business and an undergraduate degree in Finance from Virginia Tech University.

Al holds the designations of CERTIFIED FINANCIAL PLANNER™, Al’s approach is to partner with each of his clients to understand their needs and create a course of action that best fits their individual goals. At all times when providing Financial Advice to a client a CFP® professional must act as a fiduciary, and therefore, act in the best interests of their client. His specialties include investment management, 401(k) Plans, fixed income investing and insurance.

In 2008, Al became a founding partner of Bell & Valente, LLC; a Plano based practice which is independent of Raymond James Financial Services, Inc. The advisors at Bell & Valente specialize in developing a comprehensive investment strategy specifically designed to meet each client’s individual needs.

As a community member, Al is actively involved in several organizations including currently serving as a incoming Board President of Children’s Advocacy Center of Collin County. He has previously served as a Chairman of the Board for the Plano Chamber of Commerce, Board Member of his local church, and Chairman of Community Relations Commission for the City of Plano. Al was a member of Leadership Plano Class of 2007-2008.

Al is married to his wife, Hilary, for 22 years, and they have three children.

At Bell & Valente, integrity and character are the most important things to develop a professional cooperative financial plan that best fits your goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.