Ceva Advisors

Ceva Advisors

金融服务

Woodinville,WA 45 位关注者

Asset Management | Financial Planning | Legacy Building

关于我们

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

网站
www.cevaadvisors.com
所属行业
金融服务
规模
2-10 人
总部
Woodinville,WA
类型
个体经营
创立
2023
领域
Investment Planning、Financial Planning、Retirement Planning、Giving Strategies、Traditional IRA、Investment Management、401(k)、Roth IRA和Exchange-Traded Funds (ETFs)

地点

Ceva Advisors员工

动态

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    45 位关注者

    ?? Hands-On Service in Mazatlán The rest of our week in Mazatlán was filled with hard work and meaningful moments! We are incredibly thankful for everyone involved at Back2Back who serve tirelessly for the kids and families and for the incredible experience we had during the week.???? Monday (10/28) & Tuesday (10/29): Our team jumped into concrete mixing as well as sanding and staining furniture for the resource center—giving back through hands-on projects that will leave a lasting impact. We also visited a school that is run by B2B staff where we played soccer, board games, and shared laughter with the kids. ??? Wednesday (10/30) & Thursday (10/31): We wrapped up the week with a reflective time at the beach, but the true highlight of the last two days came when we spent a fun-filled day at the pool with children from a Salvation Army orphanage. The joy and laughter of the kids created unforgettable memories, and witnessing the warmth and dedication of the Back2Back team was truly inspiring. ???? Our time with Back2Back Ministries left us with full hearts and a deeper appreciation for the work being done here. We're grateful for the chance to serve alongside such an incredible community. ?? #CevaAdvisors #ServiceJourney #Mazatlan #Back2Back

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  • 查看Ceva Advisors的公司主页,图片

    45 位关注者

    ??Ceva Advisors in Mazatlán - Weekend Highlights with Back2Back Ministries Our team at Ceva Advisors had the amazing opportunity to partner with Back2Back Ministries in Mazatlan, Mexico at the end of October – our first days in Mazatlán were filled with unforgettable moments! ?? Saturday (10/26): We began at Rancho de los Ni?os, a home for children with special needs. From playing kickball to hearing inspiring stories about the children's resilience, we were moved by the dedication and kindness of the staff and children. ?? Sunday (10/27): We attended a?worship service at Awaken Church, followed by a trauma-informed care session where we learned about Back2Back’s approach to supporting children holistically and how trauma affects children’s lives. We also spent time with families in the Strong Families program, creating joyful connections through games and stories. ?? Stay tuned for more highlights from our impactful week here! ?? #CevaAdvisors #Back2BackMinistries #Mazatlán #MakingADifference

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  • 查看Ceva Advisors的公司主页,图片

    45 位关注者

    ?? Welcome to Ceva Advisors! ?? We're committed to aligning your financial plan and investments with your life's goals. Our approach to personalized wealth management navigates complex investment terrains, working to enhance financial stability and build a lasting legacy. ???? Let’s embark on a journey that puts your aspirations at the center of every financial strategy. #CevaAdvisors #FinancialPlanning #WealthManagement #LegacyBuilding #ClientFocused

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