Ceva Advisors
Financial Services
Redmond, Wa, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Ceva Advisors Overview
- Headquarters
- Redmond, Wa, United States
- Website
- www.cevaadvisors.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2023
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Ceva Advisors
Ceva Advisors is an independent, employee-owned financial planning and wealth management firm committed to providing personalized solutions. We are dedicated to building strong relationships with our clients, striving to earn your confidence through our expertise and client-centric approach. Our aim is to assist you in achieving peace of mind as you navigate your financial endeavors. We provide personalized financial planning, strategic retirement strategies, tailored investment portfolios, and impactful giving strategies. At Ceva Advisors, our mission is to provide exceptional service and value to our clients by consistently delivering excellence in wealth management. We are committed to advancing your financial goals and aspirations through personalized strategies tailored to your unique needs and circumstances. Ceva Capital, LLC dba Ceva Advisors is a registered investment adviser in the states of Washington and Ohio. Ceva may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Version Date: 4/12/24
Ceva Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Ceva Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ben Englund | Clarity. Growth. Legacy. Wealth Management with Purpose - Chief Investment Officer | Woodinville, Washington, United States |
Email
Phone
|
| Shaina Englund | Handling the Financial Complexity-so You Can Stay Focused on What Matters Most - Financial Advisor at Ceva Advisors | Woodinville, Washington, United States |
View
|
| Roman Skurdal | Helping Busy Professionals Build Wealth Without the Stress or Guesswork - Financial Advisor at Ceva Advisors | Dayton, Ohio, United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Compare Similar Companies to Ceva Advisors
SCS
Financial Services
New State Capital Partners
Investment Management
Gerchen Capital Partners
Investment Management
Lime Rock New Energy
Venture Capital And Private Equity Principals
Transition Equity Partners
Investment Management
The Grove Church // Liberty Hill, Texas
Religious Institutions
Aberdeen Capital
Investment Management
Belmont West Construction
Construction
Sign and Wine
Related company record
Third Quartile
Data Infrastructure And Analytics