Chas Ney
Financial Advisor at Valeo Financial Advisors LLC
- Role
- Financial Advisor at Valeo Financial Advisors LLC
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Chas Ney
As a personal financial advisor at Valeo Financial Advisors, I help individuals make informed financial decisions. This includes objective strategy within their cash flow, tax, investments, risk management, and estate planning. In aligning the client\'s interests with our comprehensive and fee-only approach, clients come away satisfied that they make the best decisions when evaluating all possible alternatives. With the firm\'s mandate on a limited number of clients, I feel confident that I can always proactively stay ahead of the pitfalls that can beset a client who is working with an advisor who is overextended or unreachable. To that, my professional goals center around being truly immersed in a client\'s situation to help assist as life dictates they make complicated decisions.
Experience
Financial Advisor
Sep 2020 — Present · Carmel, IN, US
Education
University of Dayton
Bachelor’s Degree, Accounting
2012 — 2016
University of Dayton
Master of Business Administration (M.B.A.), Accounting and Business/Management
2016 — 2017
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