October 2025

When Wealth Comes Suddenly: Planning with Purpose and Perspective

Sudden wealth can feel like the ultimate reward and the culmination of years of effort, sacrifice, and/or patience.  Be it a business sale, an inheritance, or another liquidity event, the moment can feel both exhilarating and overwhelming.  But wealth doesn’t just change numbers on a balance sheet.  It changes lives.  And with that change comes […]
C3 Financial Partners
March 2019

Celeste Moya, Asociada de C3, y el abogado Gilberto Siller se asocian para ayudar a los clientes extranjeros no residentes a proteger sus activos en los EE. UU.

LEER EN INGLES La Asociada de C3 Financial Partners (anteriormente Texas Financial Partners), Celeste C. Moya, y el abogado...
March 2019

Celeste Moya and Attorney Gilberto Siller Collaborate to Help Foreign National Clients Protect U.S. Assets

Celeste C. Moya, and Texas attorney, Gilberto A. Siller, recently collaborated on a customizable presentation for foreign nationals on the...
February 2019

Shared Ownership = Shared Risk

By: Carolyn J. Smith
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures...
January 2019

Consume & Converse with Ann Marie Liotta and Casey Abbott | A Talk on Private Placement Products

By: C3 Financial Partners
Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...
January 2019

C3 Financial Partners’ Insights | Winter 2019

By: C3 Financial Partners
Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer...
January 2019

Our Support of The Chartered Advisor in Philanthropy ®

By: C3 Financial Partners
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...

This field is for validation purposes and should be left unchanged.

Sign up for our
newsletter

Website Design & Development by Champ Digital, champdigital.com

Primary images shot by Joe Duty Photography, joeduty.com

See current Customer Relationship Summary (CRS) here: Form CRS Link.

Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at [email protected].

© Copyright C3 Financial Partners™ 2025

FINRA Broker Check