Shelby Ferstl

Financial Advisor at Valeo Financial Advisors, LLC

Role
Financial Advisor at Valeo Financial Advisors LLC
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shelby Ferstl

Experienced Financial Advisor with a demonstrated history of working in the financial…

Experience

  1. Financial Advisor

    Valeo Financial Advisors LLC

    Sep 2018 — Present · Minneapolis, MN, US

    Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together.

Skills

  • Leadership
  • Public Speaking
  • Finance
  • Microsoft Excel
  • Powerpoint
  • Teamwork
  • Social Networking
  • Customer Service
  • Financial Analysis

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Shelby Ferstl — Financial Advisor at Valeo Financial Advisors LLC in Minneapolis, MN, US | Unifers