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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.
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Team
Gerry Knotek
- CFP®, CPA - Partner
330.255.4323 gknotek@sequoia-financial.com
Contributions - Gerry joined the firm in 2000 and
provides comprehensive financial planning for individuals and small businesses.
He also oversees many of the planning functions. Gerry has experience in financial
planning, tax strategies, retirement planning, investment management, insurance
strategies, stock options, and estate & succession planning.
Qualifications - Gerry graduated from Miami
University with a BS in Accountancy. He is a Certified Financial Planner ™
practitioner (CFP®) and a Certified Public Accountant (CPA). He is registered as a
Series 24 General Securities Principle and Series 7 General Securities Representative
with ValMark Securities, Inc., a FINRA-registered broker/dealer. He has past experience
with KPMG, an international public accounting firm and IMG, an international sports
and executive management firm.
Personal Notes - Gerry is a member of the
Ohio Society of CPAs, the American Institute of CPAs, and the Financial
Planning Association. He has been a featured speaker at the Plain Dealer's
Money Watch seminar programs. He lives in Richfield with his wife
and three sons.
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.
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