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
| Website | http://www.cevaadvisors.com |
| Employees | 4 (2 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
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Ceva Advisors Questions
Ben Englund is the Managing Partner and Chief Investment Officer of Ceva Advisors.
2 people are employed at Ceva Advisors.
Ceva Advisors is based in Redmond, Washington.
Top Ceva Advisors Employees
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Shaina Englund
Financial Advisor at Ceva Advisors
Woodinville, WA, US1
