Ceva Advisors
Company

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
Industry
Financial Services
Employees
3
Founded
2023
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Ben Englund Clarity. Growth. Legacy. Wealth Management with Purpose - Chief Investment Officer
Email Phone
Shaina Englund Handling the Financial Complexity-so You Can Stay Focused on What Matters Most - Financial Advisor at Ceva Advisors
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Roman Skurdal Helping Busy Professionals Build Wealth Without the Stress or Guesswork - Financial Advisor at Ceva Advisors
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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