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UC Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

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Description

Whether you’re new or an experienced investor, you’re sure to gain something from this course. The course is designed to give you a good understanding of a wide range of topics. We will cover investing in stocks, bonds, mutual funds, ETF’s, and Annuities. Understanding the risk associated with each, along with your risk tolerance. Fundamental differences as well as the pros and cons of each. Exploring common strategies and philosophies for constructing your own portfolio.

About Your Instructor

Doug Wondrely is a financial advisor with more than 20 years of experience in the financial services industry. Working with clients using a system designed to protect assets from downside risks, and helping prepare them for retirement. Doug focuses on a planning based approach to develop lasting relationships with his clients. Doug has a passion for service and educating his clients on the various tools while striving to lead them to a successful financial future. Helping them to achieve their financial goals by putting their interests first is at the forefront of what Doug does every day. Doug’s approach ensures a client’s plan is tailored to their individual needs and goals.

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UC Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

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