Ed Ventham serves as a Senior Financial Advisor with CB Financial Services1. Ed works with individuals and small businesses, managing their retirement plans and IRAs in addition to assisting clients who are seeking help with their retirement income goals. For Ed, investing begins with a plan or asset allocation strategy, which is followed by the investment selection, and then an ongoing and dynamic monitoring process. His emphasis is on communication and feedback from individual clients to drive the process of modification so that an individual’s investment strategy accurately reflects each client’s changing investment needs and risk tolerance.
Ed graduated from the University of Massachusetts with a Bachelor of Science Degree in Plant and Soil Science. He also holds a Master of Business Administration Degree in Financial Planning from Golden Gate University. Prior to joining CB Financial Services, Ed worked for SunTrust Bank with their proprietary mutual funds team, and as a marketing manager with Enterprise Mutual Funds.
With a decade of banking experience, Alan believes in providing on-going customer service and open communication are paramount to maintaining genuine client relationships. He holds a Bachelor of Science from Oregon State University, where he studied construction engineering and management.
Active in his local community, Alan has been involved with several organizations including the Home Builder Association and the Oregon State Elks Association.
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