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Brian Toma, Cfp®, Aif®, Cepa® Email & Phone Number

Managing Partner and Owner at FHT Advisors
Location: Brecksville, Ohio, United States 6 work roles 2 schools
1 work email found @freemanheyne.com 2 phones found area 513 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email b****@freemanheyne.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
FHT Advisors
Role
Managing Partner and Owner
Location
Brecksville, Ohio, United States
Company size
19 employees

Who is Brian Toma, Cfp®, Aif®, Cepa®? Overview

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Quick answer

Brian Toma, Cfp®, Aif®, Cepa® is listed as Managing Partner and Owner at FHT Advisors, a with 19 employees, based in Brecksville, Ohio, United States. AeroLeads shows a work email signal at freemanheyne.com, phone signal with area code 513, and a matched LinkedIn profile for Brian Toma, Cfp®, Aif®, Cepa®.

Brian Toma, Cfp®, Aif®, Cepa® previously worked as Managing Partner / Owner at Fht Advisors and Principal at Fht Advisors. Brian Toma, Cfp®, Aif®, Cepa® holds Bachelors, Business Management And Economics from Baldwin Wallace University.

Company email context

Email format at FHT Advisors

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*@freemanheyne.com
71% confidence

AeroLeads found 1 current-domain work email signal for Brian Toma, Cfp®, Aif®, Cepa®. Compare company email patterns before reaching out.

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Profile bio

About Brian Toma, Cfp®, Aif®, Cepa®

Brian C. TOMA, CFP®, AIF®, CEPA | PrincipalMy experience in the industry began with Cetera Advisors LLC (formerly Multi-Financial Securities Corporation) and SS&G Financial Services, one of the nation's largest independent accounting and business consulting firms. I have obtained my CERTIFIED FINANCIAL PLANNER™ or CFP® certification, Accredited Investment Fiduciary® (AIF®) Designation, and am a Registered Representative and Investment Advisor Representative. Today, my mission is to help families and businesses better manage their financial resources. I work closely with clients to develop goals and craft strategies to attain them. In addition, I am the key contributor on the Freeman Heyne Toma Investment Committee where I am instrumental in the selection of firm investments and the design of investment and income strategies for firm clients.Degrees/Designations: CERTIFIED FINANCIAL PLANNER™, Baldwin-Wallace College, BA in Business Management and Minor in Economics, John Carroll University - Executive Certificate in Financial Planning. Licenses and Registrations: Multiple state Life, Health, and Accident insurance, Securities Registration Series 7, 63, 66, and Ohio NotaryE-mail me at btoma@fhtadvisors.comCall Brian Toma at 330.668.6944FHT Advisors LLC: Northeast OH Offiice: 7000 Fitzwater Road, Suite 110, Brecksville OH 44141 | 330.668.6944 Southwest OH Office: 10250 Alliance Road, Suite 125, Cincinnati OH 45242 | 513.489.8588Specialties: Retirement (401K / Defined Benefit, Profit Sharing) plan analysis and service, portfolio analysis and construction, personal financial planning, insurance planning, college planning, alternative investments, business financial planning, group benefits, asset allocation, long term care, disability insurance, life insurance, retirement projections, retirement planningSecurities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. FHT Advisors LLC and Cetera Advisors LLC are non affiliated companies.

Current workplace

Brian Toma, Cfp®, Aif®, Cepa®'s current company

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FHT Advisors
Fht Advisors
Managing Partner and Owner
Brecksville, OH, US
Website
freemanheyne.com
Employees
19
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Company profile
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6 roles · 25 years

Brian Toma, Cfp®, Aif®, Cepa® work experience

A career timeline built from the work history available for this profile.

Managing Partner And Owner

Fht Advisors

Brecksville, Oh, Us

Managing Partner / Owner

Current
Fht Advisors

Cincinnati, Oh, Us

Brian Toma is a CERTIFIED FINANCIAL PLANNER®, an Accredited Investment Fiduciary® and the managing partner of FHT Advisors. Today, he leads the independent financial planning firm with an emphasis on enhancing the firm’s offerings and planning experience for its valued clients. For Brian, success is measured through professional growth, personal accountability and helping families and small businesses enrich their quality of life and financial well-being. Brian finds personal fulfillment in working with clients and helping them develop sound investment strategies that fit their long-term financial goals. Over the course of those relationships, Brian has become a key figure in his clients’ lives. He’s often the person they reach out to when they experience the most personal and important moments in their lives, such as marriage, death or divorce or the buying and selling of a business.

Oct 2017 - Present

Principal

Current
Fht Advisors

Cincinnati, Oh, Us

Cleveland Ohio: 7000 Fitzwater Road, Suite 110, Brecksville, OH 44141 | 440.268.8550Cincinnati Ohio -10250 Alliance Road #125, Cincinnati, OH 45242 | 513.489.8588Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. FHT Advisors and Cetera Advisors LLC are non affiliated companies.

Jan 2009 - Present

Certified Financial Planner™

Current
Fht Advisors

Cincinnati, Oh, Us

Cleveland Ohio: 7000 Fitzwater Road, Suite 110, Brecksville, OH 44141 | 440.268.8550Cincinnati Ohio -10250 Alliance Road #125, Cincinnati, OH 45242 | 513.489.8588Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. FHT Advisors and Cetera Advisors LLC are non affiliated companies.

Jan 2008 - Present

Financial Advisor

Current
Fht Advisors

Cincinnati, Oh, Us

Cleveland Ohio: 7000 Fitzwater Road, Suite 110, Brecksville, OH 44141 | 440.268.8550Cincinnati Ohio -10250 Alliance Road #125, Cincinnati, OH 45242 | 513.489.8588Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. FHT Advisors and Cetera Advisors LLC are non affiliated companies.

Dec 2002 - Present

Investment Division - Advisor/Associate

Saltz, Shamis, And Goldfarb (Ss&G Financial Services)
2002 - 2006 ~4 yrs
Team & coworkers

Colleagues at FHT Advisors

Other employees you can reach at freemanheyne.com. View company contacts for 19 employees →

LG Lou Gellenbeck Lou Gellenbeck Colleague at Fht AdvisorsCincinnati, Ohio, United States View → MR Mark Rowlands Mark Rowlands Colleague at Fht AdvisorsIndianapolis, Indiana, United States View → TH Tammy Hafner Tammy Hafner Colleague at Fht AdvisorsUnited States View → SE Stephen Ehrhardt Stephen Ehrhardt Colleague at Fht AdvisorsCincinnati, Ohio, United States View → TD Thomas Dragar, Cfp®, Aif® Thomas Dragar, Cfp®, Aif® Colleague at Fht AdvisorsStrongsville, Ohio, United States View → MA Michelle Arch Michelle Arch Colleague at Fht AdvisorsGreater Cleveland, United States View → JG Jonathan Goldston Jonathan Goldston Colleague at Fht AdvisorsBrecksville, Ohio, United States View → VM Vanesa Miracle Vanesa Miracle Colleague at Fht AdvisorsMilford, Ohio, United States View → SS Sarah Stewart Sarah Stewart Colleague at Fht AdvisorsUnited States View →
2 education records

Brian Toma, Cfp®, Aif®, Cepa® education

Bachelors, Business Management And Economics

Baldwin Wallace University

Certificate In Financial Planning, Financial Planning

John Carroll University
FAQ

Frequently asked questions about Brian Toma, Cfp®, Aif®, Cepa®

Quick answers generated from the profile data available on this page.

What company does Brian Toma, Cfp®, Aif®, Cepa® work for?

Brian Toma, Cfp®, Aif®, Cepa® works for FHT Advisors.

What is Brian Toma, Cfp®, Aif®, Cepa®'s role at FHT Advisors?

Brian Toma, Cfp®, Aif®, Cepa® is listed as Managing Partner and Owner at FHT Advisors.

What is Brian Toma, Cfp®, Aif®, Cepa®'s email address?

AeroLeads has found 1 work email signal at @freemanheyne.com for Brian Toma, Cfp®, Aif®, Cepa® at FHT Advisors.

What is Brian Toma, Cfp®, Aif®, Cepa®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 513 for Brian Toma, Cfp®, Aif®, Cepa® at FHT Advisors.

Where is Brian Toma, Cfp®, Aif®, Cepa® based?

Brian Toma, Cfp®, Aif®, Cepa® is based in Brecksville, Ohio, United States while working with FHT Advisors.

What companies has Brian Toma, Cfp®, Aif®, Cepa® worked for?

Brian Toma, Cfp®, Aif®, Cepa® has worked for Fht Advisors and Saltz, Shamis, And Goldfarb (Ss&G Financial Services).

Who are Brian Toma, Cfp®, Aif®, Cepa®'s colleagues at FHT Advisors?

Brian Toma, Cfp®, Aif®, Cepa®'s colleagues at FHT Advisors include Lou Gellenbeck, Mark Rowlands, Tammy Hafner, Stephen Ehrhardt, and Thomas Dragar, Cfp®, Aif®.

How can I contact Brian Toma, Cfp®, Aif®, Cepa®?

You can use AeroLeads to view verified contact signals for Brian Toma, Cfp®, Aif®, Cepa® at FHT Advisors, including work email, phone, and LinkedIn data when available.

What schools did Brian Toma, Cfp®, Aif®, Cepa® attend?

Brian Toma, Cfp®, Aif®, Cepa® holds Bachelors, Business Management And Economics from Baldwin Wallace University.

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