Brian O. Wright,  CFP<sup>&reg;</sup> - Financial Advisor

Brian O. Wright, CFP®

Valeo Financial Advisors, LLC

9450 N. Meridian St., #300
Indianapolis, IN 46260
FINANCIAL ADVISOR'S WEBSITE
(317) 218-6000

General

Brian Wright is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valeo Financial Advisors, LLC in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Bankruptcy, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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