Team Profile

I work with clients to help simplify the complexities with the goal of providing clarity in their financial lives. The measure of my success is determined directly by how well I understand my clients’ individual objectives and craft customized solutions to help them achieve what matters most to them.

Clients can expect a friendly and communicative experience. I am focused on creating clarity and a roadmap to fulfill client goals through the planning process. After graduating from the Certified Financial Planning track at the University of Akron with a minor in economics, I have made it my goal to have a positive impact on the financial wellbeing of each client I serve, offering my best to them in every encounter.

Professional Accreditations & Education

  • Series 7, 24 & 66
  • Bachelor of Business Administration, University of Akron (Focus in Financial Planning)

Up Close

  • Makes his home in Upper Arlington, OH
  • Enjoys ice hockey (coach, player, podcaster and writer), has a passion for life-long learning (especially history), and exploring new places via food and beverage
  • Created and facilitated a school-wide stock market game during the Great Recession

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.

Greg J. Revak, CFP® | Sequoia Financial Group

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