John T. Wheeler, IV CFP<sup>&reg;</sup> - Financial Advisor

John T. Wheeler, IV CFP®

CPA/PFS, BCA

Senior Financial Consultant

Castle Wealth Advisors

9820 Westpoint Drive, Suite 200
Indianapolis, IN 46256
FINANCIAL ADVISOR'S WEBSITE
(317) 849-9559

General

John Wheeler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Castle Wealth Advisors in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - BCA, MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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