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Sequoia Financial Group, LLC.
Earning trust.Creating plans. Delivering results.

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Securities offered through
ValMark Securities, Inc.
Member FINRA SIPC.
Advisory services
offered through
Sequoia Financial Advisors, LLC,
an SEC Registered
Investment Advisor.
Sequoia Financial Group, LLC
and related entities are separate
entities from ValMark Securities,
Inc. and ValMark Advisers, Inc.





 
Team

Alan St. Marie - CFP® - Financial Planner
813.633.6555 astmarie@sequoia-financial.com

Contributions - Alan joined Sequoia in May 2005 with 6 years of financial planning experience. Heading up our Tampa, Florida office, Alan focuses on personal financial planning for individuals and business owners, helping them develop strategies designed to meet their goals and objectives. As part of our ongoing service to our clients, Alan assists clients in continuously monitoring their plan to make sure they remain on track.

Qualifications - Alan holds a BA in Economics from John Carroll University and a Masters in Financial Planning from Myers University. He is a Certified Financial Planner™ practitioner (CFP®) and is registered as a Series 63 Uniform Securities Agent, Series 7 General Securities Representative and Series 52 Municipal Securities Representative with ValMark Securities, Inc., a FINRA-registered broker/dealer.

Personal Notes - Alan resides in Tampa with his wife, Jenny. He enjoys hiking, sailing and other recreational sports.

 

CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.