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Managing Millions for Indiana Families | John Wortman, Valeo Financial Advisors
On today's show I sat down with John Wortman, co-founder and CEO of Valeo Financial Advisors, a firm founded in 2003 that has grown to over 100 certified financial planners managing over $12 billion.
Wortman traces his early interest in markets from Evansville, explains disillusionment with cold-calling brokerage sales, and describes learning comprehensive financial planning at Oxford before leaving, paying a non-compete, and being sued at age 27 as Valeo launched into the dot-com bust and the 2008 crisis. He emphasizes transparent fees, limiting client loads, and building talent through an…
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