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J.P. Wyand CDFA®, CFP®, CLU
10303 Bent Creek Court |
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J.P. joined Valeo in 2013 based on his objective to provide the highest level of comprehensive financial planning services to a select number of clients. After graduating from Indiana University, J.P. began his career with Northwestern Mutual where he achieved the Chartered Life Underwriter® designation (CLU®). After moving to another “fee-only” financial planning firm in 2006, J.P. earned his Certified Financial PlannerTM (CFP®) and Certified Divorce Financial Analyst® (CDFATM) designations. J.P.’s clientele consists of high income/high net worth physicians, executives, business owners, retirees and divorcees. He has specialized knowledge in divorce planning and special needs planning and has been recognized on multiple occasions as a “Five Star Wealth Manager” in Indianapolis Monthly Magazine. |