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
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- RS
Roman Skurdal
Financial Advisor · Finance & Accounting
EmailPhone - BE
Ben Englund
Chief Investment Officer · Finance & Accounting
EmailPhone - SE
Shaina Englund
Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Ceva Advisors
2 distinct titles indexed · top 2 shown.
- 2financial advisor
- 1chief investment officer
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