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Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

 
John F. Dallavalle CPA, CLU, ChFC

Founder

John@FredFinPlan.com

John F. Dallavalle is the founder of Frederick Financial Planners, Inc with over 30 years of financial services experience. John is a member of the American Institute of Certified Public Accountants, the Maryland Association of...

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Eric J Dallavalle

Member Partner

Eric@FredFinPlan.com

Eric earned a Bachelor of Science (Accounting) degree from Mount Saint Mary’s University and a Master of Accounting from University of Phoenix. Eric has provided financial and tax planning services to clients since 2003. Eric is...

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Devon Tan

Operations Associate

Devon@fredfinplan.com

Devon is the newest member of Frederick Financial Planners. He is currently pursuing a Bachelor of Science in Finance at UMGC and is excited to learn and grow in the field of financial planning. Devon has passed his Series 66 and...
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