Team Profile

As a financial advisor at Sequoia, I work closely with families and individuals, including business owners and entrepreneurs, to assist them in achieving financial independence. My goal is to build long term relationships with clients while earning their trust and providing superior client service. Along with the expertise of Sequoia’s Wealth Planning and Asset Management teams, I work to deliver custom tailored financial plans that will deliver the best results for each client’s unique lifestyle.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Acquired the Series 7 and 66 registrations (inactive)
  • Acquired the Life, Health, and Variable Annuity Insurance License (inactive)
  • University of Akron, B.B.A. in Sales Management

Industry Involvement

  • Treasurer, Board of Directors for the Gardenia Glen Neighborhood Association, Inc.
  • CFP® Board Mentor
  • Volunteer Assistant Coach - U13 Girls Soccer

Up Close

  • Enjoys tennis, pool volleyball, and attending all of his kid's soccer and football games
  • Lives in Land O Lakes, FL with his wife, their three children, and Goldendoodle puppy
  • Joined Sequoia in 2018

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.

Tony Rome, CFP® | Sequoia Financial Group

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