KM

Kristine Merta

CEO

Valeo Financial Advisors LLC

Minneapolis, Minnesota


Contact Information

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Company Information

Company
Valeo Financial Advisors LLC
Industry
financial services
Employees
190.0
Seniority
C suite
Annual Revenue
23440000.0

Technologies

Salesforce Outlook Mobile Friendly reCAPTCHA Gravity Forms Adobe Media Optimizer HRMDirect Cedexis Radar Vimeo WordPress.org Typekit Remote

Keywords

financial planning investment advice fee-only fiduciary tax planning estate planning cash flow management insurance evaluation education funding retirement planning risk management transparency client experience wealth management financial advisor certified financial planner comprehensive service objective advice financial independence financial strategy personalized financial guidance financial analysis asset allocation portfolio management financial coaching business succession planning client-centric approach wealth preservation cost-effective advice financial literacy charitable giving client development financial goals long-term planning financial assessment net worth evaluation transparent fees proactive planning financial well-being financial growth team collaboration financial literacy education fee disclosure ethical investment advice holistic financial services professional mentorship diverse financial solutions financial risk assessment capital markets financial services law practice legal services investment management financial advising

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