Jeffrey Wetta

Independent Financial Advisor @Gentry Private Wealth

Wichita, KS, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2012 — Present

Independent Financial Advisor @Gentry Private Wealth

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EDUCATION

1992 — 1995

Kansas State University

Agriculture Economics

2022 — 2022

The University of Chicago Booth School of Business

Investment and Wealth Institute, Certified Private Wealth Program

N/A

Friends University

Bachelor of Business Administration - BBA

2009 — 2009

Wharton Executive Education

Retirement Planning Certification, Financial Planning and Services

2009 — 2009

The Wharton School

Retirement Planning Certification, Financial Planning and Services

SKILLS

Life InsuranceNon-ProfitsWealth Management ServicesBudgetsWealth ManagementHolistic Financial PlanningTax EfficiencyStrategic Financial PlanningHigh Net Worth IndividualsRetirement PlanningTransfers of EquityLife ProtectionEstate PlanningSuccession Planning

ABOUT JEFFREY WETTA

Jeff began his career as a Financial Advisor in 2003. He specializes in working with…

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