Armando Bustamante

Partner & Financial Advisor at Inheritance Financial

Role: Partner & Wealth Management Advisor at Inheritance Financial Solutions
Location: Fort Wayne, IN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Armando Bustamante

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

Partner & Wealth Management Advisor
Inheritance Financial Solutions
Jun 2025 — Present · Fort Wayne, IN, US

Education

University of Saint Francis
Bachelor of Business Administration (BBA), Sports Management
2008 — 2012
University of Saint Francis
Master of Business Administration (MBA)
2012 — 2014

Skills

Advertising
Customer Service
Social Networking
Sports Management
Critical Thinking
Event Planning
Social Media
Leadership
Microsoft Office
Sales
Media Relations
Public Speaking
Facebook
Sports
Time Management
Coaching
Microsoft Excel
Series 6
Series 63
Marketing

Contact information

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Work email
•••••@inheritancefinancialsolutions.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Inheritance Financial Solutions

Investment Management · 3 employees · Founded 2020 · Fort Wayne, Indiana, United States

Welcome to Inheritance Financial Solutions!** At Inheritance Financial Solutions, we are dedicated to empowering both individuals and businesses to achieve their financial goals. Whether you\'re planning for retirement or looking to grow your business, we provide tailored solutions to meet your unique needs.**For Individuals:** We offer personalized strategies in financial planning, estate planning, and retirement planning. For those with complex financial situations, like highly appreciated stocks, we demystify advanced concepts, ensuring you understand and feel confident about the financial decisions you make.**For Businesses:** Our expertise extends to assisting with growth and expansion strategies, enhancing employee retention, and implementing executive bonuses and benefits. Additionally, we specialize in succession planning, providing guidance for everything from medical practices to farmland. At Inheritance Financial Solutions, we believe in clear communication and actionable insights. Buzzwords are just words until they are understood and applied meaningfully. Let us help you understand these concepts and determine the best financial path forward. The financial landscape is overly complex. Which leads to clients having most of assets solely in employer plans. There are simple adjustments that go a long way in making a difference in our lives. At Inheritance Financial Solutions, we help move from being reactive in our lives to being proactive with effective planning. Most firms have an over reliance on third parties controlling their clients\' investments. This leads to further communication breakdown on the mechanics of a plan. We pride ourselves in being intimately involved in the investing to ensure it is tailor fit to your needs. Explore how we can support your financial journey. Connect with us today!

inheritancefinancialsolutions.com

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