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

Succession Planning Checklist for Business Owners and Families

Discover a practical succession planning checklist designed to help business owners and families prepare for leadership transitions, preserve legacy goals, and support long-term continuity. For many business owners and families, succession planning is one of the most important — and often most delayed — aspects of long-term planning. ...

<p>The post Succession Planning Checklist for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning

Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...

<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Hidden Cost of a Disjointed Financial Portfolio

Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...

<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>