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Team
Melanie Schvartz - CFP® - Financial Planner 330.255.4344 mschvartz@sequoia-financial.com 
Contributions- Melanie joined Sequoia Financial
Group in 2002. Melanie currently serves as the Chief
Compliance Officer for Sequoia Financial Advisors, LLC,
our SEC registered investment advisor. She coordinates
compliance functions for the firm while looking for ways
to enhance and streamline meeting regulatory requirements.
Before serving solely in our compliance department,
Melanie spent her time as a Financial Planner developing
new plans and assisting with plan updates.
Qualifications - Melanie graduated from The University of Akron with a BS in Finance. She is a Certified Financial Planner™ practitioner (CFP®) and is registered as a Series 24 General Securities Principle and Series 7 General Securities Representative with ValMark Securities, Inc., a FINRA-registered broker/dealer. Prior to working for Sequoia, Melanie spent four years working for a regional planning firm in Cleveland. Personal Notes - Melanie lives in Silver Lake with her husband, Erik, and their two children. She enjoys sunny days and the laughter of her little ones. 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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