Joe Coyne, CPA, CFP®

Director, Wealth Advisor at Sequoia Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Certified Public Accountant
    Accountancy Board of Ohio
    Aug, 2014
    - Sep, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Oct, 2020
    - Sep, 2024

Experience

  • Sequoia Financial Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director, Wealth Advisor
      • Apr 2023 - Present
  • Fairport Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Nov 2018 - Mar 2023
  • The NRP Group LLC
    • United States
    • Real Estate
    • 500 - 600 Employee
    • Senior Internal Auditor
      • May 2016 - Oct 2018
  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Tax Consultant
      • Oct 2013 - May 2016

Education

  • Mercyhurst University
    Bachelor of Arts (B.A.)
    2009 - 2013
  • Avon Lake High School
    2005 - 2009

Community

You need to have a working account to view this content. Click here to join now