Team Profile

I work with our advisors to develop uniquely strategic financial plans for clients. I understand the importance of maintaining a strong attention to detail whether it be listening to client needs, drafting their plan or providing ongoing support. I strive to continue expanding my knowledge in the specific areas of financial income planning and college planning which can hold tremendous value in the client’s financial picture. My goal is to create highly detailed, custom-tailored plans that help clients achieve their financial goals.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional
  • Acquired Series 7 and 66 designations (inactive)
  • Life and Health Insurance Licensed (inactive)
  • University of Akron, bachelor of business administration, magna cum laude

Up Close

  • Enjoys traveling and playing co-ed sports
  • Lives in Akron, OH
  • 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
  • Beachwood, 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.

William Gandert, CFP®, RICP® | Sequoia Financial Group

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