Tom Haught, CFP®, ChFC®

President

As President and Founder of Sequoia, my goal from the very beginning has been to structure our firm in a way that allows a unique team-based approach to financial planning services and client relationships. I firmly believe that building a team of talented professionals helps to ensure that we provide the best comprehensive wealth management services to our clients.

My daily responsibilities are divided between directing the firm, including participating on its investment committee to establish the firm’s investment policies and strategies, and providing comprehensive financial planning for individuals and highly-successful entrepreneurs. I have been fortunate for the past 20 years to have advised business owners on strategic growth planning for their ventures and to have assisted individuals with their retirement, investment, estate planning and family office needs. I truly enjoy the challenge of helping multi-generational family businesses and entrepreneurs sort out and plan for the most complex situations.

Professional Accreditations/Education

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant (ChFC®)
  • Maintains the Series 7, 24, 53, 63 and 65 FINRA registrations and is insurance licensed through ValMark Securities, Inc, a FINRA-registered Broker/Dealer
  • Kent State University, B.S. in business administration

Industry Involvement

  • One of a select handful of independent advisors nationwide to serve on Schwab National Advisory Board
  • Serves on ValMark Securities, Inc. National Advisory Board
  • Frequent presenter at financial industry conferences

Up Close

  • Founded Sequoia Financial Group, LLC in 1991
  • Member, CFP® Advisory Board and Finance Advisory Board for The University of Akron
  • Earned the Dalbar Financial Professional Seal, a national award that recognizes financial professionals who have achieved overall excellence in the areas of trust, financial results, quality of advice and satisfaction
  • Recognized as one of Crain's Cleveland Business’ “40 under 40”
  • Has served as financial planning professor at university level
  • Has served on various charitable boards and committees, including YMCA Endowment Board of Trustees, Spinal Cord Society, Cystic Fibrosis Foundation, and American Association Heart Walk
  • Avid skier and enjoys spending time with family and friends
  • Lives in Bath, Ohio, with his wife and three boys

Member Info

Tom Haught

Phone

216.774.1246

Email

thaught@sequoia-financial.com

Favorite Quote

“I can do things you cannot, you can do things I cannot; together we can do great things.” - Mother Teresa

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The mark ChFC® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing requirements for this designation.