Venture Visionary Partners

Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals.

[Venture Visionary Partners @VentureVp]

The IRS is heading into its busiest week of the tax season. While the changes in tax law for this year aren't as significant as in 2019, there are some changes people should be aware of.

https://t.co/hUEOXrTJdK

[Venture Visionary Partners @VentureVp]

Venture Visionary Partners is excited to introduce our newest team member, Shirley Toburen. Shirely will be greeting clients, answering calls, and assisting with day to day operations for the team. We are thrilled to have her! Welcome to the Venture family Shirley!

[Venture Visionary Partners @VentureVp]

John serves as the Director of Retirement Plan Consulting for Venture Visionary Partners. He brings more than 11 years of dedicated qualified retirement plan design and investment management experience.

Learn more about John and his expertise at https://t.co/0Liwf4Gadk

[Venture Visionary Partners @VentureVp]

@VentureVp leader and CEO Craig Findley representing at the Dynasty Financial Partners Summit this week in Ojai, California.

[Venture Visionary Partners @VentureVp]

We are happy to continue our spotlight series with Melissa Estrich! Melissa serves as the Chief Administrative Officer of @VentureVp and joins us with 25 years of experience. Read more about Melissa and the rest of our team on our website:

https://t.co/L1REN5ZA9T

[Venture Visionary Partners @VentureVp]

Remember to stay connected with us on all of our social media platforms!
Facebook: https://t.co/Uz6mciBOd2
Linkedin: https://t.co/PsRbEug2Qe

[Venture Visionary Partners @VentureVp]

Craig Findley, our CEO and Chairman, started @VentureVp after 27 years in the financial services industry. Learn more about Craig and the rest of our leadership team here: https://t.co/L1REN5ZA9T

[Venture Visionary Partners @VentureVp]

@VentureVp is honored to have been serving its clients as an independent advisory firm for over one month!

Remember to check out our news page to remain updated on all of our milestones!

https://t.co/ZrjX2SUekD

[Venture Visionary Partners @VentureVp]

@VentureVp is proud to present its very own news page where you can get caught up on all of our features in online publications. Come check it out!

https://t.co/ZrjX2SUekD

[Venture Visionary Partners @VentureVp]

We could not be happier in our decision to go independent, and look forward to all that the future has to offer for our growing firm.

Check out this article from @advisorhubinc to learn more about Venture!
https://t.co/WB8llmqtFN

[Venture Visionary Partners @VentureVp]

“We will now be able to evaluate decisions from a different perspective and seek out optimal solutions, regardless of where the solutions reside.” - Craig Findley

https://t.co/jzMAE44Nxa

[Venture Visionary Partners @VentureVp]

Happy Fourth of July from @VentureVp! We could not be more excited to celebrate our first independence day as a truly independent firm.
https://t.co/YY05ri7gAm

[Venture Visionary Partners @VentureVp]

We are excited to announce the launch of our new firm, @VentureVP! Read more about us in our press release.

https://t.co/fdIJag4ghf