Bob brings more than 30 years of experience to financial planning, insurance and wealth management. Bob is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Life Underwriter®, and Chartered Financial Consultant®. In addition, Bob holds multiple securities registrations including FINRA Series 6, 7, 63 and 24 registrations through LPL Financial, and state Life & Health Insurance and Property & Casualty licenses. As is a member of the National Association of Insurance and Financial Advisors (NAIFA), Bob has served as President for the Chicago Region in 2002-2003. In 2011. In addition to his accolades, Bob was the recipient of the NAIFA Leadership Life Award based on dedicated se


Bob Lyman
Certified Financial Planner™
Sequoia Financial Planning
United States, Illinois, Barrington Hills
About Me
Profile Information
Certified Financial Planner™
Sequoia Financial Planning
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Barrington Hills
Illinois
United States
Mar 22, 2025
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