Rob Seidel, AIF®, CPFA® in

Rob Seidel, AIF®, CPFA®

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401(k) Advisor, Financial Services at Sequoia Consulting Group at Sequoia
📍 Charleston, South Carolina, United States

Rob Seidel is a 401(k) Advisor at Sequoia Consulting Group, specializing in financial services for employers. With extensive experience from previous roles at Empower, he is an expert in client retention, retirement plan education, and investment strategies. He holds AIF® and CPFA® certifications and earned a B. S. from the College of Charleston.

Beyond his professional life, Rob was an active member of the Sigma Nu fraternity during his time at the College of Charleston. His posts show he values corporate culture and celebrates the professional achievements and promotions of his colleagues.

Unique fact: In a previous role, he served on an Investment Committee responsible for selecting and evaluating investments for 401(k) plans.

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Experience
22 Years
Current Role
401(k) Advisor, Financial Services at Sequoia Consulting Group
Location
Charleston, South Carolina, United States
Personality Overview

How Rob shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rob cares about

Retirement Planning
His entire career is dedicated to advising on 401(k)s and retirement solutions, from Empower to his current role at Sequoia.
Financial Education
He has experience developing education strategies for plan sponsors and has posted about the value of financial advisors for retirement readiness.
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Career

Work history

6-2023
401(k) Advisor, Financial Services at Sequoia Consulting Group
Sequoia
3-2019 - 6-2023
Relationship Manager- Core
Empower
7-2015 - 6-2023
Retirement Specialist
Empower
4-2009 - 7-2015
Retirement Plan Specialist at American Pensions
South State Bank
10-2007 - 3-2009
Associate
Commonwealth Financial Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
B.S.
College of Charleston
1994 - 1999
Education details unavailable
Kempsville High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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