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Kristine M
Series 65
Naples, FL
Valeo Financial Advisors, LLC
Kristine Merta is a financial advisor at Valeo Financial Advisors, LLC with 12 years of industry experience. She holds a Series 65 credential and has worked at Valeo since 2017. Prior to that, she was with Oxford Financial Group, Ltd for four years and spent one year at Amma Parenting Center. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion across 108 advisors and serves both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.
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