John Wortman
Valeo Financial Advisors, LLC
- Role
- Financial Advisor at Valeo Financial Advisors LLC
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
May 2002 — Present · Indianapolis, IN, US
Education
Indiana University - Kelley School of Business
B.S., Finance, minor economics
1991 — 1995
Skills
- Economics
- Securities
- Estate Planning
- Wealth Transfer
- Investments
- Cash Flow
- Asset Allocation
- Mutual Funds
- Insurance
- Risk Management
- Budgeting
- Retirement
- Bonds
- Annuities
- Investment Advisory
- Strategic Planning
- Wealth
- Asset Management
- Charitable Giving
- Pensions
- Financial Planning
- Portfolio Management
- Succession Planning
- Personal Finance
- Long Term Care
- Retirement Planning
- Financial Analysis
- Financial Advisory
- Investment Strategies
- Alternative Investments
- 401k
- Retirement Income Strategies
- Disability Insurance
- Wealth Management
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