Bill Venter, CFP®, CFS®, CIMA®, AIFA®

Senior Financial Planner

As one of the firm’s Senior Financial Planners, I have spent more than 20 years advising clients, including business owners, physicians, attorneys, professionals, and executives on financial planning matters and asset management. In addition to comprehensive financial planning, I specialize in advising investment fiduciaries overseeing corporate retirement plans, charitable funds and trust investment portfolios. Due to the significant responsibilities placed on fiduciaries in today’s world, guidance on prudent investment management processes is a critical component of an investment plan. I also participte on the firm’s investment committee to review investment performance and strategies for the firm.

I love strategizing with my clients. But my enthusiasm for my work really stems from the relationships I am fortunate enough to build with them. Those enduring connections make it worthwhile, and helping clients work towards their financial goals makes me feel part of the “bigger picture.”

Professional Accreditations/Education

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Fund Specialist® (CFS®)
  • Certified Investment Management Analyst™ (CIMA®) professional
  • Accredited Investment Fiduciary Analyst™ (AIFA®) designee
  • Maintains the Series 7 and 63 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
  • The Ohio State University, B.A. in organizational communications

Industry Involvement

  • Member, Financial Planning Association
  • Member, Investment Management Consultants Association
  • Member, Financial Services Professionals Association

Up Close

  • Enjoys spending time with his family, coaching his sons' baseball teams, golfing and fly fishing
  • Lives in Strongsville with his wife and three sons
  • Joined Sequoia in 2003

Member Info

Bill Venter

Phone

216.774.1221

Email

bventer@sequoia-financial.com

Favorite Quote

“After all the cheers have died down and the stadium is empty, after the headlines have been written, and after you are back in the quiet of your room and the championship ring has been placed on the dresser and after all the pomp and fanfare have faded, the enduring thing that is left is the dedication to doing with our lives the very best we can to make the world a better place in which to live.”  -Vince Lombardi

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association is the owner of the certification mark "CIMA®," the service marks "Certified Investment Management AnalystSM," "Investment Management Consultants AssociationSM," and "IMCASM." Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

The Center for Fidcuiary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.