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Chris Mickel, CFP®
Valeo Financial Advisors, LLC

Tel: 888-488-2536
Tustin
Tustin, CA 92780

About Valeo Financial Advisors, LLC

At Valeo, we use our EXTENSIVE EXPERIENCE and CONSERVATIVE CREATIVITY to help our clients achieve their financial goals. We are FEE-ONLY, thus we sell no products. We are COMPREHENSIVE, focusing on all aspects of a client's financial affairs (cash flow, investments, insurance, tax, estate, education, debt, etc). We are REASONABLY PRICED and post our fee schedule right on our website. We LIMIT the number of clients each of our advisors work with to ensure capacity.

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General Information

Name of Custodial Firm:   Fidelity, Schwab
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Financial Planning for Individuals, Legal Advice and Services, Financial Planning

Services

Can meet clients in the following ways:   Via Email, Video Conference, Your Home, Via Phone

Firm Information

Assets Managed by Advisor:   $500000

Compensation and Fees

Compensation Methods:   Flat Fee, Hourly, Based on Assets

Education

BS   Ball State University
MBA   Butler University

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