Robert A. Valente

Vice Chairman at Sequoia Financial Advisors LLC

Robert A. Valente

Robert A. Valente

Vice Chairman at Sequoia Financial Advisors LLC

Biography

Founder of RAV Financial Services, Inc., Robert A. Valente is Chief Executive Officer at this company.

Overview
Career Highlights

RAV Financial Services, Inc.

RelSci Relationships

1245

Number of Boards

5

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Robert A. Valente likely has professional access to. A relationship does not necessarily indicate a personal connection.

Member, Board of Trustees at The Cleveland Museum of Art

Relationship likelihood: Strong

Founder at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Executive Vice President, Chief Compliance Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief Investment Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

President & Chief Executive Officer at ideastream

Relationship likelihood: Strong

Trustee at University Hospitals of Cleveland

Relationship likelihood: Strong

Founder at Margaret W. Wong & Associates

Relationship likelihood: Strong

Founder at Citymark Capital

Relationship likelihood: Strong

Managing Director, Investment Management Services at Gries Financial LLC

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at Aberdeen Group, Inc.

Relationship likelihood: Strong

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Robert A. Valente
Vice Chairman at Sequoia Financial Advisors LLC
Education
B.A English
Class of 1969

John Carroll is a private, coeducational, Jesuit Catholic university providing programs of study in the liberal arts, sciences, and business at the undergraduate level and in selected areas at the master’s level. Academically, the University consists of the College of Arts and Sciences and the John M. and Mary Jo Boler School of Business, which both include graduate programs. John Carroll operates on a semester calendar, with two 15-week semesters and three summer sessions.

Memberships
Member
2012 - Current
Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Vice Chairman
Current

SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance.

Vice Chairman
Current

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

Founder
1982 - Prior

RAV Financial Services provides wealth management services. It offers investment management, tax preparation and planning, retirement planning, cash flow management, business planning, education planning, and employee benefits. The company was founded by Robert A. Valente in 1982 and is headquartered in Beachwood, OH.

Boards & Committees
President, Board of Directors
1988 - 1991
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2005

A CARING COMMUNITY THAT SUPPORTS, EDUCATES, AND EMPOWERS INDIVIDUALS AND FAMILIES TOUCHED BY CANCER THROUGH PROGRAMS AND SERVICES PROVIDED FREE OF CHARGE.

$1,000 - $2,499
2003

A CARING COMMUNITY THAT SUPPORTS, EDUCATES, AND EMPOWERS INDIVIDUALS AND FAMILIES TOUCHED BY CANCER THROUGH PROGRAMS AND SERVICES PROVIDED FREE OF CHARGE.

$1,000 - $2,499
2002

The Cleveland Museum of Art exhibits art gallery as an art museum and as one of northeastern Ohio's principal civic and cultural institutions. The museum seeks to bring the meaning of art to the possible audience. The firm's museum also preserves and exhibits collections of art for the public and presents exhibitions and programs. The company was founded in 1913 in Cleveland, Ohio.

Awards & Honors
2004
Accredited Estate Planner
1981
CFP (Certified Financial Planner)
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