About David
David Valente built his education around two topics that often intersect: finance and tax. He earned a B.S. in finance from Boston College in 2001 and a J.D. from Suffolk University Law School in 2008. He later added advanced tax training, completing an M.S. in taxation at Suffolk University and an LL.M. in taxation at Boston University School of Law. He also holds the Certified Financial Planner designation from the CFP Board.
Valente’s path combines classroom learning and professional accreditation. The mix of finance, law and tax study gave him tools for work on estates, trusts and tax matters. His training positions him to advise clients where financial planning and legal strategy must align. He is admitted to practice in Massachusetts and maintains memberships in several local professional groups.
He belongs to the Massachusetts Bar Association and the Boston Estate Planning Council. He is also a member of the Trust & Estates Consortium and the Justinian Law Society. Those affiliations keep him engaged with peers and current developments in estate and tax practice. He participates in the exchange of ideas that shapes how estate planning is carried out at the state level.
Valente combines legal training with a planner’s credential. The CFP qualification means he can address retirement, investment and long-term financial questions alongside probate and trust issues. That blend allows him to advise on technical tax points and practical wealth-transfer decisions. He is likely to work on estate administration, drafting wills and trusts, and tax planning for individuals and families.
His current office is at Tarlow Breed Hart & Rodgers, P.C., where he works in matters that draw on his tax training and financial background. Colleagues describe him as someone who pays attention to documents and deadlines. Clients confronting probate or complex trust arrangements will find his combination of degrees and certifications relevant to their problems.
Valente’s record is anchored in formal education and professional association rather than public-facing case law or academic posts. He continues to practice in Massachusetts and maintains active memberships that connect him to estate planning and tax communities. He currently concentrates his practice on estate planning, trust administration and tax-related matters.
