Bill Venter, Cfp®, Cima®, Aifa®, Cepa®
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Bill Venter, Cfp®, Cima®, Aifa®, Cepa® Email & Phone Number

Senior Vice President and Managing Advisor at Sequoia Financial Group
Location: Cleveland, Ohio, United States 2 work roles 2 schools
1 work email found @sequoia-financial.com 1 phone found area 330 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@sequoia-financial.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sequoia Financial Group
Role
Senior Vice President and Managing Advisor
Location
Cleveland, Ohio, United States
Company size
361 employees

Who is Bill Venter, Cfp®, Cima®, Aifa®, Cepa®? Overview

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Quick answer

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® is listed as Senior Vice President and Managing Advisor at Sequoia Financial Group, a company with 361 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at sequoia-financial.com, phone signal with area code 330, and a matched LinkedIn profile for Bill Venter, Cfp®, Cima®, Aifa®, Cepa®.

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® previously worked as Vice President and Managing Advisor at Sequoia Financial Group. Bill Venter, Cfp®, Cima®, Aifa®, Cepa® holds Bachelor Of Arts, Organizational Communication from The Ohio State University.

Company email context

Email format at Sequoia Financial Group

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*@sequoia-financial.com
71% confidence

AeroLeads found 1 current-domain work email signal for Bill Venter, Cfp®, Cima®, Aifa®, Cepa®. Compare company email patterns before reaching out.

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Profile bio

About Bill Venter, Cfp®, Cima®, Aifa®, Cepa®

With over 30 years of experience in Financial Services and a unique combination of professional education and certifications, I bring a client-focused approach to every relationship. A passion for helping clients navigate the complex world of finance through active listening and thoughtful discussion is the foundation for my work. Taking an empathetic approach, we work together to assemble the pieces of each client’s financial puzzle. I thrive on creating comprehensive plans and strategies that align with each client’s unique objectives, values and philosophy.“A particular set of skills”…Financial planning, estate planning, investments, IRA strategies, investment consulting, retirement planning, portfolio construction, exit planning, tax strategies, debt management, education planning, risk management, eldercare planning, insurance strategies, cashflow planning, wealth transfer planning

Listed skills include Strategic Planning, Investments, Estate Planning, Asset Management, and 13 others.

Current workplace

Bill Venter, Cfp®, Cima®, Aifa®, Cepa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sequoia Financial Group
Sequoia Financial Group
Senior Vice President and Managing Advisor
Cleveland, OH, US
Website
sequoia-financial.com
Employees
361
AeroLeads page
Company profile
View company profile Email format
2 roles

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® work experience

A career timeline built from the work history available for this profile.

Vice President And Managing Advisor

Current
Sequoia Financial Group

The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as.

Oct 2003 - Present
Team & coworkers

Colleagues at Sequoia Financial Group

Other employees you can reach at sequoia-financial.com. View company contacts for 361 employees →

KP Kenneth Paull, Cfp(R) Kenneth Paull, Cfp(R) Colleague at Sequoia Financial Group Greater Cleveland, United States View → KR Kelly Russell Kelly Russell Colleague at Sequoia Financial Group Cleveland, Ohio, United States, United States View → SB Shane Bobbitt Shane Bobbitt Colleague at Sequoia Financial Group Beaufort, South Carolina, United States, United States View → NB Nicholas Brossard Nicholas Brossard Colleague at Sequoia Financial Group Cleveland, Ohio, United States, United States View → TM Teodoro Mitrano Teodoro Mitrano Colleague at Sequoia Financial Group Perth, Western Australia, Australia, Australia View → BE Breanne Edwards Breanne Edwards Colleague at Sequoia Financial Group Akron, Ohio, United States, United States View → CK Claude K. Claude K. Colleague at Sequoia Financial Group San Antonio, Texas, United States, United States View → AF Austin Fields, Macc, Cpa Austin Fields, Macc, Cpa Colleague at Sequoia Financial Group Lehi, Utah, United States, United States View → AW Anne Whipple Anne Whipple Colleague at Sequoia Financial Group Troy, Michigan, United States, United States View → NF Naomi Fast Naomi Fast Colleague at Sequoia Financial Group Tallmadge, Ohio, United States, United States View →
2 education records

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® education

Bachelor Of Arts, Organizational Communication

The Ohio State University

Activities and Societies: 3 Year Letterman - Varsity Baseball

High School Diploma, College Prep.

Wadsworth High School
FAQ

Frequently asked questions about Bill Venter, Cfp®, Cima®, Aifa®, Cepa®

Quick answers generated from the profile data available on this page.

What company does Bill Venter, Cfp®, Cima®, Aifa®, Cepa® work for?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® works for Sequoia Financial Group.

What is Bill Venter, Cfp®, Cima®, Aifa®, Cepa®'s role at Sequoia Financial Group?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® is listed as Senior Vice President and Managing Advisor at Sequoia Financial Group.

What is Bill Venter, Cfp®, Cima®, Aifa®, Cepa®'s email address?

AeroLeads has found 1 work email signal at @sequoia-financial.com for Bill Venter, Cfp®, Cima®, Aifa®, Cepa® at Sequoia Financial Group.

What is Bill Venter, Cfp®, Cima®, Aifa®, Cepa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 330 for Bill Venter, Cfp®, Cima®, Aifa®, Cepa® at Sequoia Financial Group.

Where is Bill Venter, Cfp®, Cima®, Aifa®, Cepa® based?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® is based in Cleveland, Ohio, United States while working with Sequoia Financial Group.

What companies has Bill Venter, Cfp®, Cima®, Aifa®, Cepa® worked for?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® has worked for Sequoia Financial Group.

Who are Bill Venter, Cfp®, Cima®, Aifa®, Cepa®'s colleagues at Sequoia Financial Group?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa®'s colleagues at Sequoia Financial Group include Kenneth Paull, Cfp(R), Kelly Russell, Shane Bobbitt, Nicholas Brossard, and Teodoro Mitrano.

How can I contact Bill Venter, Cfp®, Cima®, Aifa®, Cepa®?

You can use AeroLeads to view verified contact signals for Bill Venter, Cfp®, Cima®, Aifa®, Cepa® at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Bill Venter, Cfp®, Cima®, Aifa®, Cepa® attend?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® holds Bachelor Of Arts, Organizational Communication from The Ohio State University.

What skills is Bill Venter, Cfp®, Cima®, Aifa®, Cepa® known for?

Bill Venter, Cfp®, Cima®, Aifa®, Cepa® is listed with skills including Strategic Planning, Investments, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Financial Analysis, and Finance.

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