Tom Strauchon, CFP®

Managing Director, Private Client Services

As a financial planner, I am proud to help successful businesses develop and implement ownership and management succession plans, and to assist individuals with their wealth transfer and estate planning needs. Working with families and businesses to pass on their personal wealth to their children and grandchildren is a privilege I have had for the past 30 years. My background also has provided me, and therefore my clients, with experience in sophisticated life insurance products and their application in planning techniques. But the most satisfying part of what I do comes when a client says “thank you.” It means I helped make a meaningful difference in their, and their family’s, life.

Professional Accreditations/Education

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Maintains the Series 7 and 63 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
  • Ohio University, B.S. in journalism

Industry Involvement

  • Member, Cleveland Estate Planning Council
  • Member, Association of Advance Life Underwriters
  • Member, Cleveland Chapter, Society of Financial Services Professionals

Up Close

  • Founder and Executive Director of The Family Business Presidents’ Council, a group of owners of family-owned businesses that provides a platform for members to share common issues, problems and opportunities
  • Avid tennis player
  • Lives in Highland Heights with his wife and three children
  • Merged Family Business Planning Group, Inc. into Sequoia’s operations in 2001

Member Info

Tom Strauchon

Phone

216.774.1225

Email

tstrauchon@sequoia-financial.com

Favorite Quote

“Make the most of each day. Tomorrow is guaranteed to no one.” - Unknown

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.