Team Profile

As a Financial Advisor, I bring my longstanding industry knowledge to bear when developing comprehensive financial advisory, wealth management, and consulting services for successful professionals, executives, and business owners. As a managing advisor, I have the privilege of overseeing many relationships and helping to ensure that every client’s experience is consistently high-quality. Clients can expect transparent communication, comprehensive financial advice, and proactive plan implementation. Serving our clients is my first, and highest, priority.

With over 45 years of experience as a tax professional and over 35 years as a financial planner, I have learned that change is a constant, and a lifetime of learning is the only response. I am continually developing my craft and committed to staying abreast of the ever-changing regulatory and economic landscape.  

Professional Accreditations & Education

  • University of Notre Dame – Bachelor of Arts in Accounting
  • Series 7 registration (active)
  • Licensed as a Certified Public Accountant

Up Close

  • Lives in Worthington, OH with his wife
  • Enjoys tennis and charitable work
  • Studied abroad in Austria

Sequoia Financial

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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.

Paul J. Breen, CPA, PFS | Sequoia Financial Group

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