Brian Toma CFP®, AIF®, CEPA
Managing Partner/Investment Advisor Representative
Brian's experience in the financial services industry began with Cetera Advisors LLC and SS&G Financial Services, one of the nation's largest independent accounting and business consulting firms. Brian is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), Registered Representative and Investment Advisor Representative through Cetera Advisors LLC.
Brian's mission is to help families and businesses better manage their financial resources. He works closely with clients to develop goals and generate strategies to attain them. In addition, Brian is the key contributor on the Freeman Heyne Toma Investment Committee; he is instrumental in the selection of firm investments and design of investment and income strategies for clients. "Having a sound investment strategy that is faithfully implemented is more important than simply seeking investment returns."
Degrees/Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®); Baldwin-Wallace College, BA, Business Management, Minor in Economics; John Carroll University, Executive Certificate in Financial Planning
Licenses and Registrations: Securities Registration Series 7, 63, 66, Multiple State Accident, Life, and Health Insurance, and Ohio Notary