Team Profile

As a Wealth Advisor, I am passionate about helping people successfully plan and persevere in their own personal financial journeys, through headwinds and tailwinds and across life's many mile markers. Having run some 30 marathons as a weekend warrior endurance athlete, I am no stranger to facing and conquering challenges. It is my goal to bring this endurance, diligence, and discipline to the work I do on behalf of my clients.

With more than 30 years of experience in the wealth management industry, I work directly with my clients to holistically plan, manage, preserve, gift, and enjoy their wealth throughout their lives. My goal is to help them create and live the lives they’ve imagined for themselves. My clients include individuals, multi-generational families and trusts, entrepreneurs, and business owners, each with their own unique goals and aspirations. I am proud to work with the experienced team of professionals at Sequoia who are deeply committed to supporting our clients’ pursuit of their financial goals.

Professional Accreditations & Education

  • CERTIFIEDFINANCIAL PLANNER™
  • Certified Exit Planning Advisor (CEPA) - Exit Planning Institute
  • University of Chicago Booth School of Business - MBA in Finance
  • The Wharton School - BBA in Finance
  • University of Pennsylvania - BA in Economics

Up Close

  • Commited to continuous learning, improvement, and community involvement as a dedicated board member and active supporter of several charitable non-profit organizations
  • Avid marathon runner and lifelong fitness enthusiast
  • Grew up in New York, relocated to Miami in 2000

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beechwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Alan Zinkin, CFP®, CEPA | Sequoia Financial Group

Error

The website encountered an unexpected error. Please try again later.