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Robert F. Woodcock, CFP, ChFC, CLU

Robert F. Woodcock, CFP, ChFC, CLU

Financial Consultant

Robert F. Woodcock is a Managing Partner with Sequoia Financial Group. The team dedicates its practice on assisting clients with identifying and achieving their financial goals through comprehensive and holistic financial planning strategies, investment management, wealth protection and estate planning.

Bob spent 25 years in management with AXA Advisors, building and leading the firm's presence throughout the Capital Region, Hudson Valley, Vermont & Western Massachusetts. Today, his focus is exclusively on his personal financial planning practice, in partnership with the members of the Sequoia Financial Group. The firm is comprised of highly educated financial professionals with a wide-range of expertise, and over 180 years of combined experience successfully guiding and supporting clients in achieving their financial goals.

The guiding principle of his practice is that the success of an advisor is built on enduring client relationships derived from quality advice and consistent service. Bob believes that an advisor needs to embrace change through the progressive adoption of technology, digital resources and product innovations, all while never losing focus on the importance of personal relationships.

Focused on educational and professional development, Bob holds his Charted Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Bob also remains highly engaged in the capital markets, current events and investment planning process.

Bob currently resides in Lake George with his wife, Susan. He has three children, and enjoys spending his time skiing, hiking, biking, golfing, traveling and relaxing with his family at home.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 518-373-7304
Fax 518-373-7397
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Check the background of this financial professional on FINRA's BrokerCheck