Bill Venter

Bill Venter is a Senior Vice President and Wealth Advisor at Sequoia Financial Group, a fee-based registered investment adviser headquartered in the Cleveland, Ohio area. He joined the firm in 2003 and has more than 30 years of experience in financial services. As a managing advisor, he builds long-term client relationships and works with Sequoia's planning team to deliver comprehensive financial plans and implement investment strategies for individuals and families.

He holds an extensive set of professional designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst™ (CIMA®), Accredited Investment Fiduciary Analyst™ (AIFA®), Certified Exit Planning Advisor™ (CEPA®), and Certified Fund Specialist® (CFS). His practice emphasizes retirement planning, business succession and exit planning, and wealth management for corporate executives and families. He earned a Bachelor of Arts in Organizational Communications from The Ohio State University, where he also pitched for the Ohio State baseball team.

Sequoia Financial Group itself is a multi-billion-dollar AUM wealth manager with offices across several U.S. states (including Ohio, New York, and Vermont) and is registered with the SEC (CRD/firm summary #117756). Venter works out of the firm's Strongsville, Ohio location. Outside of work he is married (to Beth) with three sons, and enjoys steelhead/fly fishing, golf, and Ohio sports.

• Operates as a fiduciary wealth advisor, not a startup investor: builds diversified, financial-plan-driven portfolios for retail and high-net-worth clients rather than making equity bets in early-stage companies.
• Core focus areas: retirement planning, business-succession/exit planning (CEPA®), and comprehensive wealth management for executives and families.
• Investment approach is delivered through Sequoia Financial Group's team-based planning and asset-allocation process, consistent with a fee-based RIA model.
• No publicly stated "seed-stage" or angel-investment thesis exists for this individual; the original stub's seed/angel framing could not be verified.