John Wortman

John Wortman Email and Phone Number

Valeo Financial Advisors, LLC @ Valeo Financial Advisors LLC
indianapolis, indiana, united states
John Wortman's Location
Indianapolis, Indiana, United States, United States
John Wortman's Contact Details
About John Wortman

John Wortman is a Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC. He possess expertise in retirement planning, financial advisory, investments, financial analysis, investment advisory and 29 more skills.

John Wortman's Current Company Details
Valeo Financial Advisors LLC

Valeo Financial Advisors Llc

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Valeo Financial Advisors, LLC
indianapolis, indiana, united states
Website:
valeofinancial.com
Employees:
111
John Wortman Work Experience Details
  • Valeo Financial Advisors Llc
    Financial Advisor
    Valeo Financial Advisors Llc May 2002 - Present
    Indianapolis, Indiana, United States
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  • Gleaners Food Bank Of Indiana
    Co-Chair Community Campaign
    Gleaners Food Bank Of Indiana Jan 2021 - Present
    Greater Indianapolis
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  • Brackets For Good
    Board Member
    Brackets For Good May 2013 - Present
    Indianapolis, Indiana, United States
    View
  • Filethis, Inc.
    Board Member
    Filethis, Inc. Mar 2013 - Present
    San Francisco Bay Area
    View
  • Salesvue
    Board Member
    Salesvue Mar 2013 - Present
    Indianapolis, Indiana, United States
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  • Gleaners Food Bank Of Indiana
    Board Member
    Gleaners Food Bank Of Indiana Feb 2010 - Oct 2017
    Indianapolis, Indiana Area
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  • Lids Foundation
    Board Member
    Lids Foundation Jun 2012 - Apr 2014
    Indianapolis, Indiana Area
    View
  • Oxford Financial Group, Ltd.
    Financial Advisor
    Oxford Financial Group, Ltd. Mar 1997 - May 2002
    Indianapolis, Indiana Area
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  • Prudential Securities
    Financial Advisor
    Prudential Securities May 1995 - Mar 1997
    View

John Wortman Skills

Retirement Planning Financial Advisory Investments Financial Analysis Investment Advisory Portfolio Management Retirement Wealth Management Estate Planning Asset Management Investment Strategies Strategic Planning Asset Allocation Alternative Investments Securities Risk Management Cash Flow Mutual Funds 401k Personal Finance Bonds Financial Planning Succession Planning Insurance Budgeting Retirement Income Strategies Economics Charitable Giving Wealth Transfer Long Term Care Wealth Disability Insurance Annuities Pensions

John Wortman Education Details

Frequently Asked Questions about John Wortman

What company does John Wortman work for?

John Wortman works for Valeo Financial Advisors Llc

What is John Wortman's role at the current company?

John Wortman's current role is Valeo Financial Advisors, LLC.

What is John Wortman's email address?

John Wortman's email address is jt****@****ial.com

What is John Wortman's direct phone number?

John Wortman's direct phone number is +131749*****

What schools did John Wortman attend?

John Wortman attended Indiana University - Kelley School Of Business, Evansville North High School.

What skills is John Wortman known for?

John Wortman has skills like Retirement Planning, Financial Advisory, Investments, Financial Analysis, Investment Advisory, Portfolio Management, Retirement, Wealth Management, Estate Planning, Asset Management, Investment Strategies, Strategic Planning.

Who are John Wortman's colleagues?

John Wortman's colleagues are Marco Caspetti, Heath Lange, Cfp®, Virginia Fix, Luke Lambeck, Zack O'connor, P. Chris Mickel, Warren Miller.

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