Tony Rome, Cfp®

Tony Rome, Cfp® Email and Phone Number

Vice President, Wealth Advisor & CERTIFIED FINANCIAL PLANNER® at Sequoia Financial Group @ Sequoia Financial Group
Tony Rome, Cfp®'s Location
Tampa, Florida, United States, United States
Tony Rome, Cfp®'s Contact Details

Tony Rome, Cfp® work email

Tony Rome, Cfp® personal email

n/a
About Tony Rome, Cfp®

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.

Tony Rome, Cfp®'s Current Company Details
Sequoia Financial Group

Sequoia Financial Group

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Vice President, Wealth Advisor & CERTIFIED FINANCIAL PLANNER® at Sequoia Financial Group
Tony Rome, Cfp® Work Experience Details
  • Sequoia Financial Group
    Vice President, Wealth Advisor
    Sequoia Financial Group Dec 2018 - Present
    Akron, Oh, Us
    *The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.*Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
    View
  • Pnc
    Financial Advisor
    Pnc Aug 2018 - Nov 2018
    Pittsburgh, Pennsylvania, Us
    View
  • Harwood Financial Group
    Financial Advisor
    Harwood Financial Group Apr 2018 - Aug 2018
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jun 2014 - Apr 2018
    New York, Ny, Us
    View

Tony Rome, Cfp® Skills

Wealth Management Financial Planning Investment Advisory Services Executive Benefits Planning Business Succession Planning Tax Efficient Investing Strategies Tax Deferred Investment Planning Retirement Planning Services Estate Planning Strategies

Tony Rome, Cfp® Education Details

  • The University Of Akron
    The University Of Akron
    Business Administration - Sales Management

Frequently Asked Questions about Tony Rome, Cfp®

What company does Tony Rome, Cfp® work for?

Tony Rome, Cfp® works for Sequoia Financial Group

What is Tony Rome, Cfp®'s role at the current company?

Tony Rome, Cfp®'s current role is Vice President, Wealth Advisor & CERTIFIED FINANCIAL PLANNER® at Sequoia Financial Group.

What is Tony Rome, Cfp®'s email address?

Tony Rome, Cfp®'s email address is an****@****pnc.com

What schools did Tony Rome, Cfp® attend?

Tony Rome, Cfp® attended The University Of Akron.

What are some of Tony Rome, Cfp®'s interests?

Tony Rome, Cfp® has interest in Family, Investing, Soccer, Fitness, Golf.

What skills is Tony Rome, Cfp® known for?

Tony Rome, Cfp® has skills like Wealth Management, Financial Planning, Investment Advisory Services, Executive Benefits Planning, Business Succession Planning, Tax Efficient Investing Strategies, Tax Deferred Investment Planning, Retirement Planning Services, Estate Planning Strategies.

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