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2955 University Drive, Auburn Hills, MI 48326

248-232-2000
Evan.Valeri@ccfin-lpl.com
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Meet Your Advisor

At our firm, we have the client—and only the client—in mind.

About Evan: Evan Valeri is a dedicated financial advisor with a unique background blending business acumen and a passion for sports. Armed with an MBA in Finance from Central Michigan University, Evan leverages his extensive knowledge and expertise to guide clients toward their financial aspirations.

At our firm, we have the client—and only the client—in mind.

Professional Journey: Prior to transitioning into the financial services industry, Evan excelled as a Director of Racquet Sports, where he cultivated leadership skills and a keen understanding of client relationships. He holds an undergraduate degree in Professional Tennis Management/Marketing from Ferris State University, laying the foundation for his exceptional, goal-oriented, customer-centric approach.


Expertise and Approach: With a deep understanding of financial markets and investment strategies, Evan empowers his clients to make informed decisions aligned with their long-term goals. His holistic approach to financial planning integrates risk management, investment analysis, and retirement planning, tailored to each client's unique circumstances.

Connect with Evan: Evan welcomes the opportunity to connect with individuals and families seeking expert financial guidance. Whether you're planning for retirement, saving for your children's education, or navigating life's financial complexities, Evan is dedicated to helping you achieve your financial aspirations with confidence and clarity.

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Evan Valeri

Evan Valeri, MBA

Financial Advisor

248-232-2000

Evan.Valeri@ccfin-lpl.com

Evan is an experienced financial advisor who is passionate about helping individuals and families achieve financial confidence and long-term success. Residing in Lake Orion, he finds joy in family time and outdoor activities. An avid...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

My team of professionals has years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.