John T. O.

Director, Retirement Plan Consulting at Venture Visionary Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Toledo, Ohio Metropolitan Area

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Bio

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Credentials

  • Chartered Retirement Plans Specialist
    College for Financial Planning
    Oct, 2013
    - Nov, 2024
  • Charter Retirement Planning Counselor
    College for Financial Planning
    Sep, 2012
    - Nov, 2024
  • Accredited Investment Fiduciary
    Fi360 (now Broadridge)
  • CT,FL,IL,IN,MI,OH,PA,SC,TX
    FINRA

Experience

  • Venture Visionary Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Retirement Plan Consulting
      • Jun 2019 - Present

      Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth.

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