What is Robert Valente Cfp Aep Ceft email address?

Robert Valente Cfp Aep Ceft's primary email address is ********@sequoia-financial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Robert Valente Cfp Aep Ceft work for?

Robert Valente Cfp Aep Ceft is a CEO, Managing Member at Sequoia Financial Group, a company specializing in Functions related to depository banking.

Where Robert Valente Cfp Aep Ceft graduated from?

Robert Valente Cfp Aep Ceft holds a degree in English from John Carroll University.

How can I directly contact Robert Valente Cfp Aep Ceft?

To contact Robert Valente Cfp Aep Ceft directly, you can use the email address ********@sequoia-financial.com. Complete contact information is available upon registration with Muraena.

Who is Robert Valente Cfp Aep Ceft?

Robert Valente is a seasoned financial consultant with over 40 years of experience in helping clients achieve their financial goals. He emphasizes a personalized approach, starting with understanding the 'why' behind each client's objectives. As the founder of RAV Financial Services and an independent consultant at Sequoia Financial Group, he integrates business acumen with a deep commitment to fiduciary responsibility. Robert's educational background from Jesuit institutions has instilled in him a passion for community service and volunteering, aligning with his belief in the importance of giving back. He holds prestigious designations such as CFP and AEP, showcasing his dedication to professional excellence. Robert's leadership experience is complemented by a focus on sustainability in both his business practices and his work with non-profits. He has received accolades like the Lifetime Achievement Award, reflecting his impact in the financial consulting field. His unique blend of strategic insight and compassionate service sets him apart in the industry.