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Securities offered through
ValMark Securities, Inc.
Member FINRA SIPC.
Advisory services
offered through
Sequoia Financial Advisors, LLC,
an SEC Registered
Investment Advisor.
Sequoia Financial Group, LLC
and related entities are separate
entities from ValMark Securities,
Inc. and ValMark Advisers, Inc.
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Team
Bill Venter -
CFP™ CFS CIMA AIFA® - Sr. Financial Planner
216.774.1221 bventer@sequoia-financial.com
Contributions – With over 10 years of
financial planning experience, Bill joined
Sequoia in October of 2003. As one of the
firm's Senior Financial Planners, he
provides comprehensive financial planning
for individuals and small businesses. Bill
also specializes in advising investment
committees and fiduciaries of corporations,
charitable organizations, and trusts on
prudent investment management practices for
board directed funds, retirement plan
assets, and investment portfolios.
Qualifications – Bill is a graduate of the Ohio
State University. He is a Certified Financial Planner™ Certified Fund Specialist (CFS),
Certified Investment Management Analyst (CIMA), and an Accredited Investment Fiduciary
Analyst (AIFA). Bill is a member of the Financial Planning Association and the Investment
Management Consultants Association. Bill has his Series 7 and Series 66 registration and
life and health licenses through ValMark Securities, Inc. an FINRA registered broker/dealer.
Personal Notes - Bill resides in Strongsville with his wife,
Beth, and their sons, Jacob, Ryan and Joe. He enjoys spending time with his family, coaching
his sons' baseball teams, golfing and, when he can, fly fishing.
The Center
for Fiduciary Studies owns the marks AIF®
and AIFA®, which it awards to individuals
who successfully complete initial and
ongoing accreditation requirements.
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