Team Profile

As a Wealth Advisor at Sequoia Financial Group, I bring a fresh perspective of the ever-changing financial industry to help individuals achieve their financial objectives. My breadth and depth of financial knowledge is paired with a relentless pursuit of exceeding clients’ expectations.

I have also been very involved in the Financial Planning Association of Northeast Ohio serving on the Board in many capacities including: NexGen Chair, President Elect and President (2023).
 

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER (CFP®)
  • College for Financial Planning, Master’s Degree in Financial Planning
  • College for Financial Planning, Accredited Wealth Management Advisor (AWMA®)
  • Denison University, Bachelor’s in Economics

Up Close

  • Resides in downtown Cleveland
  • Dedicated athlete and soccer player
  • Enjoys spending time with friends and family

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
  • Beachwood, 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.

Bob Casarona, CFP®, MS, AWMA® | Sequoia Financial Group

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