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Bob Lyman

Certified Financial Planner™

Sequoia Financial Planning

United States, Illinois, Barrington Hills

About Me

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

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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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