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
About Shelby Ferstl
Experienced Financial Advisor with a demonstrated history of working in the financial…
Experience
Financial Advisor
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
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