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David L. Hecht

Valeo Financial Advisors at Valeo Financial Advisors LLC

David L. Hecht is a seasoned financial professional with extensive experience in advisory roles. Currently serving at Valeo Financial Advisors LLC since January 2018, David has been instrumental in reshaping financial advisory by implementing a transparent fee structure, enhancing client experience through limited advisor-to-client ratios, and offering comprehensive services. Prior to Valeo, David held the position of Managing Director at Oxford Financial Group from 2002 to 2016 and served as a Tax Manager at Arthur Andersen from 1993 to 2002, where responsibilities included client management and relationship oversight for private businesses. David holds a Bachelor of Science degree in Accounting and Finance from Indiana University Bloomington, graduated in 1993.

Location

Carmel, United States

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