Robert A. Valente,  CFP<sup>&reg;</sup> - Financial Advisor

Robert A. Valente, CFP®

AEP

Managing Member

Robert Valente Consulting LLC

3855 Tradewinds Circle
Pepper Pike, OH 44124
FINANCIAL ADVISOR'S WEBSITE
(216) 406-1036

General

Robert Valente is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert Valente Consulting LLC in Pepper Pike, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner (AEP)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's 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

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