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Eduardo Francesco Ventresca

Global Retirement Partners LLC

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About Eduardo Francesco Ventresca

Eduardo Francesco Ventresca is an investment advisor representative with Global Retirement Partners LLC, headquartered in San Rafael, CA. He is registered with the state of Nevada as an Investment Advisor. Eduardo has a Series 65 license and holds the Uniform Investment Adviser Law Examination. Eduardo's specialties include retirement planning, pension consulting, and financial planning. He has a strong background in the financial services industry, with experience at CHEMEON, where he served as President/COO. Eduardo is committed to providing his clients with personalized, comprehensive financial advice that helps them achieve their financial goals.

Firm Information

Eduardo Ventresca is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eduardo Ventresca’s Registration & Firm History

CA

08/22/2024 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

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Licenses & Designations

IA

Issued 08/21/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eduardo Francesco Ventresca.
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