Valeo Financial Advisors LLC
Brian Rosswurm, CFP®, has been a Financial Advisor at Valeo Financial Advisors LLC since August 2012 and has served as a Football Coach for Kickers and Punters at Scecina Memorial High School since July 2011. Previously, Brian worked as a Financial Representative at Foresight Financial Management from June 2009 to August 2012. Brian holds a Bachelor of Science degree in economics from the Purdue University Daniels School of Business, obtained in 2009, and became a Certified Financial Planner through the College for Financial Planning in 2012. Brian graduated from Scecina Memorial High School, earning a high school diploma.
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Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States 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. All of this for one transparent fee.