Meet the team
Joseph Heider, JD, ChFC® , CLU®, AIF®
Consultant
About Joseph
With over 30 years of success working in retirement, estate, tax and business planning, Joe has focused on the financial concerns of successful privately-held business owners and medical professionals. Throughout his career, Joe has offered his expertise in wealth management, financial planning, estate planning and business and succession planning, walking beside clients for generations. Joe completed his undergraduate education at Denison University in Ohio and holds a law degree from Duquesne University in Pittsburgh, Pennsylvania. He has been admitted to the Ohio Bar and has earned the designation of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He currently serves Sequoia as a Senior Strategic Consultant.
Check the background of this investment professional on FINRA’s BrokerCheck.
Joseph Heider is a registered representative who offers securities through ValMark Securities, Inc., Member FINRA, SIPC. 130 Springside Dr. #300, Akron, OH 44333, 330-576-1234
Sequoia Financial Group is a separate entity from Valmark Securities, Inc.
Up Close
- American Bar Association
- International Association of Financial Planning
- Recovery Resources, past Board Member
- Kent State University School of Business, former Adjunct Professor
- Cystic Fibrosis Foundation, Chef’s Fantasy for Cystic Fibrosis Chair
contact your financial planning specialist
Joseph Heider, JD, ChFC® , CLU®, AIF®,
Consultant
‘Higher for Longer’ Weighs on the Markets