Directory

>

Cfp️ Justin Padgett

Cfp️ Justin Padgett

Member | Valeo Financial Advisors LLC

Carmel, Indiana, United States

View contact details (it's free)

Cfp️ Justin Padgett

Summary

Justin Padgett is a seasoned financial advisor and the President of Valeo Financial Advisors LLC, where he expertly integrates the CEO's vision with the firm's operations. With a strong focus on personal financial planning, he guides clients through complex financial decisions, ensuring they are well-informed about their cash flow, investments, and estate planning. Justin's unique approach emphasizes a limited client base, allowing him to provide personalized attention and proactive management. He is also the Founder and Chair of TwoPointO Investor Relations, LLC, which specializes in investor relations for real estate sponsors. His educational background includes a degree from the Indiana University Kelley School of Business, where he studied Finance, Legal Studies, and International Studies. Justin's leadership experience and commitment to his clients make him a trusted partner in achieving financial peace of mind.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp️ Justin Padgett

Work Experience

company logo

Member at

YPO

July 2024 - Present

company logo

President at

Valeo Financial Advisors LLC

November 2022 - Present

💼

Chairman | Founder at

TwoPointO Investor Relations, LLC

January 2020 - Present

company logo

Financial Advisor at

Valeo Financial Advisors LLC

December 2006 - Present

company logo

Personal Financial Advisor at

AVALON WEALTH MANAGEMENT LIMITED

May 2002 - December 2006

Logos provided by Logo.dev

Cfp️ Justin Padgett

Education

Kelley School of Business, Bachelors

January 1998 - January 2002

Frequently Asked Questions about Cfp️ Justin Padgett

What is Cfp️ Justin Padgett email address?

Cfp️ Justin Padgett's primary email address is ********@valeofinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp️ Justin Padgett work for?

Cfp️ Justin Padgett is a Member at Valeo Financial Advisors LLC, a company specializing in Monetary Authorities-Central Bank.

Where Cfp️ Justin Padgett graduated from?

Cfp️ Justin Padgett holds a degree in Finance, Legal Studies, International Studies from Kelley School of Business.

How can I directly contact Cfp️ Justin Padgett?

To contact Cfp️ Justin Padgett directly, you can use the email address ********@valeofinancial.com. Complete contact information is available upon registration with Muraena.

Who is Cfp️ Justin Padgett?

Justin Padgett is a seasoned financial advisor and the President of Valeo Financial Advisors LLC, where he expertly integrates the CEO's vision with the firm's operations. With a strong focus on personal financial planning, he guides clients through complex financial decisions, ensuring they are well-informed about their cash flow, investments, and estate planning. Justin's unique approach emphasizes a limited client base, allowing him to provide personalized attention and proactive management. He is also the Founder and Chair of TwoPointO Investor Relations, LLC, which specializes in investor relations for real estate sponsors. His educational background includes a degree from the Indiana University Kelley School of Business, where he studied Finance, Legal Studies, and International Studies. Justin's leadership experience and commitment to his clients make him a trusted partner in achieving financial peace of mind.

Cfp️`s contact details

mail

********@valeofinancial.com

Colleagues

avatar
Greg Fulk

Co-Founder and CEO

View Contact details (it's free)
Request Profile Removal