John Wheeler
Business Growth & Succession
- Role
- Principal at Carmel Capital Partners
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About John Wheeler
John is skilled at surfacing critical challenges, then connecting his clients with the…
Experience
Principal
Sep 2015 — Present
At 303 Advisors, we believe that asset management doesn’t need to be nearly as complicated as everyone seems to make it. The true challenge is ensuring we are all clear on what you’d like to achieve. Beyond that, it’s math and discipline, delivered with simplicity. SEC Registrations: Series #66Life Insurance CA Lic.#0J00593Third party posts do not reflect the views of 303 Advisors, LLC and have not been reviewed by 303 Advisors, LLC as to accuracy and completeness.This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.
Education
Alfred University
Business Administration and Management, General
1978 — 1979
Taylor University
Bachelor of Science (B.S.), Business Administration, Management and Operations
1979 — 1982
Skills
- Financial Analysis
- Business Strategy
- Executive Coaching
- Consulting
- Strategic Financial Planning
- Investment Advisory
- Financial Services
- Portfolio Management
- Mergers & Acquisitions
- Entrepreneurship
- Wealth Accumulation Strategies
- Financial Planning
- Finance
- Change Management
- Strategic Planning
- Sales
- Public Speaking
- Leadership
- Small Business
- Management
- Leadership Development
- Alternative Investments
- Banking
- Coaching
- Business Development
- Organizational Development
- Training
- Strategic Consulting
- Management Consulting
- Strategy
- Business Planning
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