Shlomit Raviv CFP®
Education:
Bachelor Degree in Finance
Thomas Edison, Trenton NJ
Professional Registrations and Licenses
FINRA Series 7 & 66 Registrations
Life, Health, and Accident Insurance Licenses
In 2014, Allied Wealth Partners* welcomed Shlomit Raviv, CFP® to their elite team as a Financial Advisor. Her story is unique; her vision and shared philosophy towards the profession, immediately recognized.
Shlomit was born in Israel. In 2000, after serving two years in the Israeli military, she moved to the US. Discipline, commitment and international savvy are just a few of the building blocks that mark the beginning of her career journey.
Prior to joining Allied Wealth Partners, Shlomit spent 10 years in the airline industry working for Continental Airlines. As an avid traveler exposed to numerous cultures, walks of life and beliefs, she not only understands diversity but respects it as a key component in building, protecting and preserving one's financial legacy.
In her client-centric approach, understanding the individual needs, wants, goals and time horizon is the infrastructure of her practice. No client situation is the same: goals are unique; factors change. Supported by the firm’s in-house expertise, Shlomit provides financial solutions and develops strategies that are customized to her client's current lifestyle and desires.
Shlomit is a financial advisor with Allied Wealth Partners and Securian Financial Services, Inc. She holds a CERTIFIED FINANCIAL PLANNER™ designation which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. She has earned her FINRA Series 7 & 66 registrations and holds her Life, Health and Accident Insurance licenses. She also has a Bachelor’s degree in Business and Finance from Thomas Edison College in Trenton, New Jersey.
Shlomit resides in Brooklyn, NY. In her leisure, she enjoys spending precious time with her family, running outdoors, biking and hiking.
Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. We offer comprehensive financial services encompassing the following areas: Investment and Insurance Products & Services, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Allied Wealth Partners is dedicated to providing quality resources and excellent client service.
Shlomit is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
* formerly Langdon Ford Financial
