Team Profile

As a lead advisor focused on wealth management and evidenced-based strategic, multi-factor investment solutions, I am committed to advancing Sequoia’s mission to Enrich Lives™. It is also a privilege to serve as Program Director for Armada, a multi-advisor investment solution with Sequoia clients. The unifying factor in all of my work has been, and remains, guiding clients on the path to achieving their financial goals with honesty and integrity.

After four decades in the financial services industry, I am still fascinated by the unique challenges presented to investors and am energized by crafting evidence-based solutions for every client’s unique circumstances. Working specifically in asset management since 1984, I have learned that investing requires a humble attitude and a never-ending quest to build a low cost and tax efficient portfolio.

Professional Accreditations & Education

  • Capital University – Bachelor of Arts in Accounting and Finance
  • Series 7 (Inactive)

Up Close

  • Makes his home in Hilton Head, SC with his wife. Together, they have three children and eight grandchildren.
  • Enjoys golfing, boating, water sports, and long motorcycle trips on his Harley.
  • He serves as a board trustee for multiple not-for-profit organizations, with The Fellowship of Christian Athletes being a primary focus.

Sequoia Financial

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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.

Brian R. Stertzer, CFP®, CPA (inactive) | Sequoia Financial Group

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