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Alison Vento, Chfc®, Crpc™, Wmcp® Email & Phone Number
Financial Advisor
at
CARE Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Boca Raton, Florida, United States
Company size
Who is Alison Vento, Chfc®, Crpc™, Wmcp®? Overview
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Quick answer
Alison Vento, Chfc®, Crpc™, Wmcp® is listed as Financial Advisor at CARE Private Wealth, a company with 6 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Alison Vento, Chfc®, Crpc™, Wmcp®.
Alison Vento, Chfc®, Crpc™, Wmcp® previously worked as Financial Advisor at Edward Jones and VP Private Client Advisor at J.P. Morgan Asset Management. Alison Vento, Chfc®, Crpc™, Wmcp® holds Bachelor Of Science In Business Administration, International Business And Economics from California State University, Northridge.
Company email context
Email format at CARE Private Wealth
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CARE Private Wealth
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Profile bio
About Alison Vento, Chfc®, Crpc™, Wmcp®
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.In 2006, I graduated from California State University Northridge with a Bachelor of Science in International Business and Economics. In 2013, I earned the CRPC™ (Chartered Retirement Planning Counselor™) designation. In 2015, I earned the ChFC® (Chartered Financial Consultant®) designation. and recently, I earned the WMCP® (Wealth Management Certified Professional®) designation. I also hold the series 7, series 66, Life, Health, and Variable Life/Annuity insurance licenses.In my spare time, I enjoy music concerts, serving my local church, traveling with my sons, and cooking for family and friends./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Current workplace
Alison Vento, Chfc®, Crpc™, Wmcp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Care Private Wealth
5 roles
Alison Vento, Chfc®, Crpc™, Wmcp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Feb 2023 - Present
Vp Private Client Advisor
Jan 2016 - Feb 2018
Vp Financial Solutions Advisor
Sep 2012 - Dec 2015
Associate Financial Advisor
Jun 2006 - Aug 2012
1 education record
Alison Vento, Chfc®, Crpc™, Wmcp® education
FAQ
Frequently asked questions about Alison Vento, Chfc®, Crpc™, Wmcp®
Quick answers generated from the profile data available on this page.
What company does Alison Vento, Chfc®, Crpc™, Wmcp® work for?
Alison Vento, Chfc®, Crpc™, Wmcp® works for CARE Private Wealth.
What is Alison Vento, Chfc®, Crpc™, Wmcp®'s role at CARE Private Wealth?
Alison Vento, Chfc®, Crpc™, Wmcp® is listed as Financial Advisor at CARE Private Wealth.
Where is Alison Vento, Chfc®, Crpc™, Wmcp® based?
Alison Vento, Chfc®, Crpc™, Wmcp® is based in Boca Raton, Florida, United States while working with CARE Private Wealth.
What companies has Alison Vento, Chfc®, Crpc™, Wmcp® worked for?
Alison Vento, Chfc®, Crpc™, Wmcp® has worked for Care Private Wealth, Edward Jones, J.P. Morgan Asset Management, Merrill Edge, and Ameriprise Financial Services, Llc.
How can I contact Alison Vento, Chfc®, Crpc™, Wmcp®?
You can use AeroLeads to view verified contact signals for Alison Vento, Chfc®, Crpc™, Wmcp® at CARE Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Alison Vento, Chfc®, Crpc™, Wmcp® attend?
Alison Vento, Chfc®, Crpc™, Wmcp® holds Bachelor Of Science In Business Administration, International Business And Economics from California State University, Northridge.
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