Valeo Financial Advisors LLC
Jaclyn Pash is a Financial Advisor at Valeo Financial Advisors LLC, a position held since April 2021, following a role as a Financial Planning Graduate Intern. Prior experience includes working as a Shopper for Shipt, where exceptional customer service and effective time management were key. Earlier roles include Swim Instructor at The University of Akron's Student Recreation and Wellness Center, Sales Associate at Elsmore Swim Shop, and Head Coach for the Ponds Neighborhood Summer Swim Team, demonstrating a strong background in instruction, customer service, and teamwork. Jaclyn holds a Bachelor of Business Administration in Finance and Financial Management Services from The University of Akron, graduating in May 2020.
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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.