Valerie Zaffuto - Omni360 Advisors

Valerie Zaffuto

Financial Services Administrator & Advisor Assistant

ABOUT Valerie

As the Financial Services Administrator at Omni 360 Advisors, Valerie plays a key role in ensuring that every client experience is smooth, timely, and well-coordinated. She oversees essential operational processes—from account openings and funds transfers to documentation, follow-up, and ongoing client support. Known for her responsiveness, attention to detail, and commitment to clear communication, Valerie ensures that clients always feel informed, supported, and confident throughout their financial journey. When something needs to get done, Val is the one who makes it happen.

Valerie lives in Englishtown with her husband and two sons. Outside of work, she enjoys reading, meditation, and energy healing as part of her continued personal growth and mindfulness practice.

A BRIEF HISTORY

Valerie began her career on Wall Street in 1994 as a back-office clerk before advancing to Office Manager and Assistant Compliance Director. After taking time to focus on raising her family, she re-entered the financial services field and joined Omni in 2015, where she has continued to expand her skills and responsibilities. Her extensive industry background, combined with her client-first approach, makes her a valuable and trusted resource within the firm.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valerie is engaged, or continues to be engaged, to provide investment advisory services.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy

Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...

<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know

Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...

<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>