Robert Woodcock, CFP®, CLU®, ChFC®

Robert Woodcock, CFP®, CLU®, ChFC®

Partner, Sequoia Financial Group

Office: (518) 373-7304
Fax: (518) 373-7397

Website: Visit my web site!


Bob has been in the investment advisory and financial planning business for over 30 years. He is currently a partner in the Sequoia Financial Group, offering holistic financial planning with a team of highly experienced financial professionals.

In addition to serving clients through his successful planning practice, he served as a Senior Executive Vice President for over 25 years. In this role, he was responsible for building one of the most successful planning organizations with over 70 financial advisors and staff managing over $2 billion of clients’ assets.

Bob currently resides in Clifton Park with his wife Susan. His daughter Lauren has joined him in the financial planning business. Bob’s son Kris works in Finance in New York City and his youngest son Sam studies Economics at Gettysburg College.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck