Updated Saturday, July 12, 2014 as of 2:59 PM ET
Advisor to the Stars
by: Jim Grote
Thursday, March 1, 2012
Partner Insights

Jeff Wheeler took an indirect path to a very enviable position in the world of holistic financial planning. A studio guitarist turned estate laywer turned financial planner, he's now president of the Wealth Collaborative in Los Angeles, where he manages $290 million for actors, writers, producers and athletes.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

FP50 2014: Fastest-Growing IBDs

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

Already a subscriber? Log in here