Verified email-pattern data for Ceva Advisors is currently limited. You can still use the company insights and contact sections below.
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
Company Details
- Employees
- 3
- Founded
- -
- Address
- Redmond, Wa, Us
- Industry
- Financial Services
- Website
- http://www.cevaadvisors.com
- Keywords
- Investment Planning, Financial Planning, Retirement Planning, Traditional IRA, Investment Management, 401(k), Roth IRA, Exchange-Traded Funds (ETFs), Stock Compensation, Legacy Building, Asset Management.
- HQ
- Redmond, WA
Ceva Advisors Questions
Ceva Advisors's website is http://www.cevaadvisors.com
Ceva Advisors's LinkedIn profile is https://www.linkedin.com/company/cevaadvisors
Ceva Advisors has
3 employees.
View email and phone details for 3
employees at Ceva Advisors.
Ceva Advisors's industry is
Financial Services
Ceva Advisors's top competitors are
The Grove Church // Liberty Hill, Texas,
Sign And Wine,
New State Capital Partners,
Belmont West Construction,
Lime Rock New Energy,
Third Quartile,
Scs,
Aberdeen Capital,
Gerchen Capital Partners,
Transition Equity Partners.
Ceva Advisors's categories are Financial Services
Ceva Advisors's founding year is 2023
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Top Ceva Advisors Employees
-
Ben Englund
Clarity. Growth. Legacy. Wealth Management With Purpose | Chief Investment Officer
Woodinville, Washington, United States, United States4englund.com, slcmanagement.com, primeadvisors.com, primeadvisors.com2 +142520XXXXX
-
Shaina Englund
Handling The Financial Complexity-So You Can Stay Focused On What Matters Most | Financial Advisor At Ceva Advisors
Woodinville, Washington, United States, United States -
Roman Skurdal
Helping Busy Professionals Build Wealth Without The Stress Or Guesswork | Financial Advisor At Ceva Advisors
Dayton, Ohio, United States, United States
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