Jeffrey Wetta

Jeffrey Wetta Email and Phone Number

Independent Financial Advisor at Gentry Private Wealth @ Gentry Private Wealth
Jeffrey Wetta's Location
Wichita, Kansas, United States, United States
Jeffrey Wetta's Contact Details

Jeffrey Wetta personal email

n/a
About Jeffrey Wetta

Jeff began his career as a Financial Advisor in 2003. He specializes in working with successful families and business owners by guiding them through their vital financial decisions. Together they concentrate on growing and protecting the client’s assets, preserving their family legacy, and allowing for the proper transition of those assets. Jeff achieves this by completing extensive planning which allows him to address his client’s financial goals and concerns.“Our mission is to let our clients fully realize the benefits of their wealth. We do that by creating, implementing, and refining customized solutions that encompass and unify our clients’ financial and lifestyle goals & objectives.” Prior to becoming a financial advisor, Jeff helped manage his family farm/ranch and processed egg business which has been in his family for five generations. This experience gave him first-hand knowledge of what it takes to run a successful business and understand the passion, hard work, and family dynamics that business owners have to endure when planning.Jeff holds his Life & Health license and is registered as an investment adviser representative. He received his bachelor degree in Business Management from Friends University. In addition, he graduated from the University of Pennsylvania Wharton School of Business with his Retirement Planning Specialist Certification.Jeff is married with three children. His spare time is spent with his family, helping community charitable organizations, reading, K- State & WSU sports, hunting, and playing golf.

Jeffrey Wetta's Current Company Details
Gentry Private Wealth

Gentry Private Wealth

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Independent Financial Advisor at Gentry Private Wealth
Jeffrey Wetta Work Experience Details
  • Gentry Private Wealth
    Independent Financial Advisor
    Gentry Private Wealth May 2012 - Present
    Wichita, Ks, Us
  • Axa Advisors
    Financial Professional
    Axa Advisors May 2003 - May 2012
  • Wetta Egg Farm
    Farm Manager
    Wetta Egg Farm Jan 1995 - Apr 2003

Jeffrey Wetta Skills

Non Profits Strategic Financial Planning Succession Planning Budgets Retirement Planning Wealth Management Life Insurance Estate Planning Wealth Management Services High Net Worth Individuals Holistic Financial Planning Tax Efficiency Life Protection Transfers Of Equity

Jeffrey Wetta Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Certified Private Wealth Program
  • The Wharton School
    The Wharton School
    Financial Planning And Services
  • Kansas State University
    Kansas State University
    Agriculture Economics
  • Friends University
    Friends University
    Bachelor Of Business Administration - Bba

Frequently Asked Questions about Jeffrey Wetta

What company does Jeffrey Wetta work for?

Jeffrey Wetta works for Gentry Private Wealth

What is Jeffrey Wetta's role at the current company?

Jeffrey Wetta's current role is Independent Financial Advisor at Gentry Private Wealth.

What is Jeffrey Wetta's email address?

Jeffrey Wetta's email address is je****@****ies.com

What schools did Jeffrey Wetta attend?

Jeffrey Wetta attended The University Of Chicago Booth School Of Business, The Wharton School, Kansas State University, Friends University.

What are some of Jeffrey Wetta's interests?

Jeffrey Wetta has interest in Family And Outside Activities.

What skills is Jeffrey Wetta known for?

Jeffrey Wetta has skills like Non Profits, Strategic Financial Planning, Succession Planning, Budgets, Retirement Planning, Wealth Management, Life Insurance, Estate Planning, Wealth Management Services, High Net Worth Individuals, Holistic Financial Planning, Tax Efficiency.

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