Gerard Valenti

Gerard Valenti is a Financial Advisor with Osaic Institutions, Inc and Vice President at Ion Bank. With over a decade of experience in the financial services industry, Gerard helps bridge the gap between personal banking and personalized investment planning. His background is rooted in client-focused advising and a passion for making complex financial decisions simple. He works closely with individuals and families to create tailored strategies that align with their goals—whether that’s growing wealth, saving for a milestone, or planning for retirement.

Based in Bergen County, New Jersey, Gerard understands the unique financial needs of families and professionals in the local community. Before joining Ion Investments, he gained experience across several financial institutions, giving him a well-rounded perspective on how to support clients from all walks of life. His approach is consultative, not transactional—he takes the time to listen, educate, and guide each person based on what’s meaningful to them.

Outside the office,  Gerard enjoys starting his mornings with a swim, discovering new local diners and coffee spots, and spending Sundays on the soccer field, both playing alongside his son and coaching his team. Being a dad keeps him grounded and reminds him every day why thoughtful financial planning matters.