John Wortman Email & Phone Number
Financial Advisor @ Valeo Financial Advisors LLC
5 free lookup(s).
John Wortman Location
- Indianapolis, IN, US
John Wortman Work
- 2002 - now Financial Advisor @
- 2013 - now Board Member @
- 2021 - 2024 Co-Chair Community Campaign @
- 2013 - 2020 Board Member @
- 2013 - 2020 Board Member @
- 2010 - 2017 Board Member @
- 2012 - 2014 Board Member @
- 1997 - 2002 Financial Advisor @
- 1995 - 1997 Financial Advisor @
John Wortman Education
- Indiana University - Kelley School of Business
B.S. (Finance, minor economics)
1991 - 1995 - Evansville North High School 1987 - 1991
John Wortman Skills
- Financial Advisory
- Investments
- Investment Advisory
- Financial Planning
- Retirement Planning
- Wealth Management
- Retirement
- Succession Planning
- Asset Management
- Strategic Planning
- Portfolio Management
- Insurance
- Budgeting
- Retirement Income Strategies
- Risk Management
- Financial Analysis
- Asset Allocation
- Cash Flow
- Economics
- Alternative Investments
- Mutual Funds
- Charitable Giving
- Wealth Transfer
- Long Term Care
- Wealth
- 401k
- Disability Insurance
- Annuities
- Personal Finance
- Investment Strategies
- Securities
- Bonds
- Pensions
- Estate Planning
- Finance
- Strategy
- Microsoft Office
- Project Management
- Research
John Wortman Summary
- John Wortman, based in Indianapolis, IN, US, is currently a Financial Advisor at Valeo Financial Advisors LLC. John Wortman brings experience from previous roles at Salesvue, Gleaners Food Bank of Indiana, Brackets For Good and FileThis, Inc.. John Wortman holds a 1991 - 1995 B.S. in Finance, minor economics @ Indiana University - Kelley School of Business. With a robust skill set that includes Financial Advisory, Investments, Investment Advisory, Financial Planning, Retirement Planning and more. John Wortman has 2 emails and 1 mobile phone numbers on RocketReach.
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