Jeffrey Wetta
- Role
- Independent Financial Advisor at Gentry Private Wealth
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeffrey Wetta
Jeff began his career as a Financial Advisor in 2003. He specializes in working with…
Experience
Independent Financial Advisor
May 2012 — Present
Education
Kansas State University
Agriculture Economics
1992 — 1995
The University of Chicago Booth School of Business
Investment and Wealth Institute, Certified Private Wealth Program
2022 — 2022
Friends University
Bachelor of Business Administration - BBA
Wharton Executive Education
Retirement Planning Certification, Financial Planning and Services
2009 — 2009
The Wharton School
Retirement Planning Certification, Financial Planning and Services
2009 — 2009
Skills
- Life Insurance
- Non-Profits
- Wealth Management Services
- Budgets
- Wealth Management
- Holistic Financial Planning
- Tax Efficiency
- Strategic Financial Planning
- High Net Worth Individuals
- Retirement Planning
- Transfers of Equity
- Life Protection
- Estate Planning
- Succession Planning
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