AeroLeads people directory · profile
Robert Lyman Email & Phone Number
Managing Partner
at
Sequoia Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Partner
Location
Barrington Hills, Illinois, United States
Company size
Who is Robert Lyman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Lyman is listed as Managing Partner at Sequoia Financial Planning, a company with 3 employees, based in Barrington Hills, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Robert Lyman.
Robert Lyman previously worked as CERTIFIED FINANCIAL PLANNER™ at Sequoia Financial Planning and Managing Partner at Sequoia Financial Network. Robert Lyman holds Certified Financial Planner Tm, Financial Planning from Certified Financial Planner Board Of Standards.
Company email context
Email format at Sequoia Financial Planning
This section adds company-level context without repeating Robert Lyman's masked contact details.
Sequoia Financial Planning
Review company-level records connected to Robert Lyman before choosing the right outreach path.
Profile bio
About Robert Lyman
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management, a Registered Investment Advisor. Sequoia Financial Planning and Sequoia Wealth Management are separate entities from LPL Financial.-For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above-Third party posts found on this profile do not reflect the views of LPL Financial and have not beenreviewed by LPL Financial as to accuracy or completeness-Series 7 & 24 held with LPL Financial. Series 65 held with Sequoia Wealth Management.
Current workplace
Robert Lyman's current company
Company context helps verify the profile and gives searchers a useful next step.
Sequoia Financial Planning
3 roles
Robert Lyman work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™
Current
Nov 2019 - Present
Managing Partner
Current
Sequoia Financial Network
As Managing Partner of the Sequoia Financial Network, Bob brings more than 30 years experience in financial planning, insurance and wealth management to his role as advocate for the network’s advisor partners. Bob founded Sequoia Financial Network to provide financial advisors an opportunity to build their own independent practices within a culture.
Jan 2001 - Present
3 education records
Robert Lyman education
Certified Financial Planner Tm, Financial Planning
Certified Financial Planner Board Of Standards
Bachelor Of Science (B.S.), Political Science And Government
Clu Chfc
FAQ
Frequently asked questions about Robert Lyman
Quick answers generated from the profile data available on this page.
What company does Robert Lyman work for?
Robert Lyman works for Sequoia Financial Planning.
What is Robert Lyman's role at Sequoia Financial Planning?
Robert Lyman is listed as Managing Partner at Sequoia Financial Planning.
Where is Robert Lyman based?
Robert Lyman is based in Barrington Hills, Illinois, United States while working with Sequoia Financial Planning.
What companies has Robert Lyman worked for?
Robert Lyman has worked for Sequoia Financial Planning and Sequoia Financial Network.
How can I contact Robert Lyman?
You can use AeroLeads to view verified contact signals for Robert Lyman at Sequoia Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Robert Lyman attend?
Robert Lyman holds Certified Financial Planner Tm, Financial Planning from Certified Financial Planner Board Of Standards.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Robert Lyman you were looking for.
View similar profiles
