John Pat Wheeler
Wheeler Wealth Management, Inc. Registered Investment Advisor
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Title: Financial Advisor
Offering advice since: 1982
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about John Pat Wheeler:
Certified Financial Planner J. Pat Wheeler, who specializes in retirement income planning, can help you develop a personally tailored plan designed to reach your long-term retirement goals.
Compensation and Fee Structures:
Commissions and/or 1% based on assets under management.
Licenses, Certifications & Affiliations:
Certified Financial Planner
Series 6, Series 7, Series 24
Education:
Bachelors of Business, Chaminad University, Hawaii
Will provide references upon request?
Yes
Further information about Wheeler Wealth Management, Inc. Registered Investment Advisor:
(Size of firm: 0-9 advisors)
Certified Financial Planner J. Pat Wheeler, who specializes in retirement income planning, can help you develop a personally tailored plan designed to reach your long-term retirement goals.
Contact Information for John Pat Wheeler
Phone: (727) 573-5777
Please support us by letting this advisor know you found them through Boomerater
Fax: (727) 572-1944
Address for John Pat Wheeler:
Suite 330
2575 Ulmerton Rd
Clearwater, FL, 33762
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