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Home > Financial Planner Directory > Ohio > Beachwood > Robert A. Valente, CFP®, AEP

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Robert A. Valente, CFP®, AEP

RAV Financial Services LLC

2000 Auburn Dr
Ste 400
Beachwood, OH 44122
Phone: (216) 831-4900
Fax: (216) 831-8499

Toll-free: (866) 831-4900

Saved in Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Asset Allocation
Career Change
Investment Management
Estate Planning
Getting Divorced
Insurance
Life Planning
Retirement
Stocks & Bonds
Long-term Care
Sudden Wealth
Personal Taxes

How Planner Charges

Fee Only

Considerations: Retainer agreements for Wealth Management Service"s clients and/or AUM contracts for clients who desire Investment Managment services only. Hourly financial service's consultation agreements for second opinions.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.