Valeo Financial Advisors LLC
Rob Tuckfield, CFP®, AFC®, currently serves as a Business Systems Analyst at Valeo Financial Advisors LLC since July 2021, where technology expertise is applied to enhance firm operations and client services. Prior experience includes roles as a Financial Advisor at Kmbara, Chief Operating Officer at Charles Schwab, and various positions in financial advising and emergency medical services. Tuckfield holds a Bachelor of Science in Personal Financial Planning from Texas Tech University and has professional experience ranging from data science to emergency medical technician roles.
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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.