Paul Ludacka
- Role
- Wealth Management Advisor at Ludacka Wealth Partners
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Paul Ludacka
Financial planning is simple, but it\'s not easy. Most people know to spend less and save…
Experience
Wealth Management Advisor
Oct 1997 — Present
Education
Bellevue University
Bachelor’s Degree, Business Administration
The American College of Financial Services
Certified Financial Planner (CFP®)
2001 — 2001
The American College of Financial Services
Chartered Life Underwriter (CLU®)
2000 — 2000
The American College of Financial Services
Chartered Financial Consultant (ChFC®)
1999 — 1999
Skills
- Certified Financial Planner
- Wealth Accumulation
- Risk Management
- Wealth Management
- Disability Insurance
- Mutual Funds
- Investment Advisory
- Portfolio Management
- Series 7
- Finance
- Financial Advisory
- Life Insurance
- Strategic Financial Planning
- Strategic Planning
- Long-Term Care
- Financial Planning
- Financial Modeling
- Fixed Annuities
- Term Life Insurance
- Loans
- Retirement Planning
- Estate Planning
- Asset Allocation
- Insurance
- Retirement
- Investments
- Mortgage Lending
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