Team Profile

As an advisor, I strive to provide clients with incomparable service by developing, implementing and overseeing investment strategies as well as financial plans. My experience includes working with a broad range of clients including business owners, physicians, attorneys and teachers. This allows me to gain valuable knowledge in many aspects of financial planning.

I come to work every day with the goal to improve each client’s financial situation. I work to build long lasting relationships with each client by understanding their unique needs, and earning their trust. I am passionate about helping others succeed and will work tirelessly to help our clients achieve financial success.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant® (ChFC®)
  • Acquired the Series 7 registration (inactive)
  • Acquired the Series 66 registration (inactive)
  • Kent State University, B.B.A. in both finance and entrepreneurship, with a minor in marketing

Up Close

  • Enjoys spending time with friends and family, boating, and skiing
  • Lives in Tampa, FL
  • Joined Sequoia in 2014

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.

Sara Gans, CFP®, ChFC® | Sequoia Financial Group

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