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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
Tom Strauchon
- CFP® - Sr. Financial Planner
216.774.1225
tstrauchon@sequoia-financial.com
Contributions
- Tom helps successful businesses with the
development and implementation of ownership
and management succession, as well as the
related areas of wealth transfer and estate
planning. He also has substantial experience
in sophisticated life insurance products and
planning techniques.
Qualifications
- Tom graduated from Ohio University with a Bachelor of Science degree in
Journalism. He has since earned his Certified Financial Planner™ (CFP®) designation,
and is registered as a Series 7 General Securities Representative as well as licensed
for life and health insurance, with ValMark Securities, Inc.. Tom has spent over 20
years in the financial planning profession.
Personal Notes
- Tom is the founder and Executive Director
of The Family Business Presidents' Council,
a roundtable group of owners of family-owned
businesses created to give owners the
opportunity to share the issues, problems,
and opportunities common to all, on a
monthly basis. A member of the Cleveland
Estate Planning Council, he is an avid
tennis player and resides with his wife and
three children in Highland Heights.
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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