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Rob Sason

Rob Sason

Financial Advisor

Rob Sason is a Financial Advisor. Rob Sason is a Senior Tax Accountant for Zappitelli Financial Services. He joined the firm in 2016. He has been managing the Mentor, Ohio Tax Office for Zappitelli Financial since its inception in 2017. Prior to joining the team at Zappitelli Financial Services, he worked for Crowe Horwath in Cleveland, Ohio as a bank auditor. While working at Crowe Horwath, he gained invaluable knowledge and experience in the industry of auditing financial institutions.

Rob is a graduate of John Carroll University, where he earned his bachelor’s degree of science in Accountancy. During his time at John Carroll University, Rob was a three-year starter for the John Carroll Football team. He was also a member of the investment club, where he learned more in-depth teachings of different investment instruments. This is what fueled him to want to further his certifications in the securities industry.

Rob is now a Financial Advisor with Avantax Investment Services SM, our broker dealer. Rob has earned his Series 6 and Series 7 (General Securities Representative), and Seires 66,which enables him to provide support to his clients on mutual funds, annuities, and stocks.

Rob is a member of the Italian American Club in Wickliffe, Ohio. He currently sits as the Treasurer of the Club, and really enjoys donating his time to helping the Club with their accounting and financial needs. Rob also participates in the Club’s Bocce League. He has participated in the Bocce League now for many years and plays weekly with his teammates.

Outside of work, Rob enjoys spending time with his wife, and his three children. Rob is a long-time fan of the Cleveland Browns and enjoys watching Football and spending time with his family.