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Mario Valori

Founder, President & CEO


with over 37 years of award winning experience in consulting for employee benefits & financial services, Mario provides a wealth of knowledge to his clients.

As a former Board Member and Vice-Chairman of the New Jersey Better Business Bureau, Mario operates his business with the highest ethical standards.

Over the years, Mario has had an Award Winning career. Over the last few years, Mario has received the "Presidents Club Award"  several times. This is the most prestigious award given by one of his insurance companies.  

Over his career,  Mario has received awards for servicing his clients by; Securian Financial, New England Financial, New York Life, Aflac and AXA Financial Advisors.

Mario is a " Coach” to each and every one of his clients. He has helped hundreds of individuals, families and businesses in creating their own financial game plan and employee benefits package.

Mario is committed to making your business better by focusing on his clients interests. By having the   “Coach” on your side could make the difference in you feeling confident that your needs will be met.

On a personal level, Mario is an active Triathlete. His journey continues into 2023. After taking 35 years off from exercising, he is enjoying his journey to better health. He trains daily awakening at 5:00 am to start his training.

Mario was selected to be on TeamUSA in 2020. God willing, he will be competing in an upcoming World Championships. His event is called Aquabike, it is a 2.4 mile swim followed by a 112 mile cycling race. 

Whistle Face Right

Who is quarterbacking your financial Game Plan?

Don't stand on the side lines, let our Financial Coaches help you achieve your goals today.

Please call Financial Game Plan to discuss your important message at 856-528-5527. Thank you.