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Jacob K

CFP®

Denver, CO

Valeo Financial Advisors, LLC

Jacob Kleimola is a CFP® at Valeo Financial Advisors, LLC in Denver, CO, with four years of industry experience. He has been with Valeo since 2019 and previously worked at Indiana University from 2016 to 2020. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and independent managers, along with specialized services such as advising private investment funds and pro-bono planning for nonprofit clients.

Wealth management Tax-loss harvesting Private / alternative investments Retirement income strategy Financial Professional Founder/Business Owner Mid-Career Professionals Established Professionals
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