Meet the team
Bob Casarona
CFP®, AWMA, MS
Director, Wealth Advisor
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About Bob
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).
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & 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
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Resides in downtown Cleveland
Dedicated athlete and soccer player
Enjoys spending time with friends and family
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Bob Casarona,CFP®, AWMA, MS
Director, Wealth Advisor
Stocks Continued Their Winning Streak