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®. I recently just achieved my CRPS designation which allows me to specialize in group retirement plans. These designations allow me to better understand the underlying investments we use, and also help provide strategic planning advice on complex planning scenarios.