Varra Financial Associates, Wealth Manager
Member Since: 2019
I serve as a financial adviser and assist business owners and families with financial planning. Our firm has been located in Louisville for over 54 years and takes a team approach to assisting our clients. I have a comprehensive background in insurance, investments, and capital markets. Prior to joining Varra Financial Associates I have served as Vice President with Oppenheimerfunds, where I covered wealth managers and planners in southern California for the last 7 years. In this role I provided investment insights, market and economic commentaries, and educational presentations for investors. I hold designations as both a Certified Investment Management AnalystÂ®, in addition to Certified Private Wealth AdvisorÂ®. These designations allow him to better understand the underlying investments we use, and also help provide strategic planning advice on complex planning scenarios.