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

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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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