CoverProfile

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

View more

Profile Information

Certified Financial Planner™

Sequoia Financial Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Barrington Hills

Illinois

United States

Mar 22, 2025

More profiles to browse

SL
Sean Lyman
Partner
Profile Photo
Patrick Lyman
LPL Financial Planner

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
Profile Photo
Tim Lynch
Managing Member
Stonepine Capital Management (Private)
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc