Seth Taha

Q: What is Seth Taha email address?

Email Seth Taha at sethtaha@gmail.com, s8t8@msn.com and seth.taha@citizens.social. This email is the most updated Seth Taha's email found in 2026.

Q: How to contact Seth Taha?

To contact Seth Taha send an email to sethtaha@gmail.com, s8t8@msn.com or seth.taha@citizens.social. If you want to call Seth Taha try calling on 216-363-6734. (updated on January 09, 2025)

Financial Advisor at Citizens Private Client at Citizens | Rocky River, Ohio, United States

About Seth Taha

Seth Taha currently serves as a Financial Advisor at Citizens Private Client, where he plays a pivotal role in guiding individuals and families through the complexities of their financial journeys. Based at the Rocky River and North Ridgeville branches, Seth leverages his expertise to deliver comprehensive financial planning solutions tailored to each client’s unique needs. His focus on retirement planning and investment strategies ensures clients are well-prepared for both their accumulation and distribution phases, emphasizing wealth preservation and long-term financial security.

In his current role, Seth is actively involved in key projects such as developing personalized asset allocation strategies, optimizing investment portfolios, and advising on tax-efficient wealth transfer methods. His holistic approach integrates estate planning, insurance solutions, and education funding, providing clients with a seamless and cohesive financial plan. Seth’s deep understanding of asset transition strategies and small business planning further enhances his ability to serve a diverse client base, including entrepreneurs and high-net-worth individuals.

With a strong foundation in finance and a commitment to building meaningful client relationships, Seth emphasizes a consultative approach that prioritizes client education and confidence. His proficiency in financial advice, combined with skills in Microsoft Office applications and PowerPoint, allows him to communicate complex concepts clearly and effectively. By focusing on family wealth planning and asset management, Seth ensures that his clients’ financial goals are not only met but exceeded, fostering long-term financial health and stability.

Seth Taha Work

Financial Advisor at Citizens Private Client at Citizens in October 2020 to Present

Financial Advisor at Wells Fargo Advisors in September 2019 to September 2020

Financial Advisor at Merrill Lynch in July 2017 to September 2019

Seth Taha Education

The Ohio State University, September 2026

Seth Taha Skills

Retirement

Retirement and Investing Planning

Finance

About Seth Taha's Current Company

Citizens

Discover more about Citizens

Frequently Asked Questions about Seth Taha

What is Seth Taha email address?

Email Seth Taha at [email protected], [email protected] and [email protected]. This email is the most updated Seth Taha's email found in 2026.

What is Seth Taha phone number?

Seth Taha phone number is 216-363-6734.

How to contact Seth Taha?

To contact Seth Taha send an email to [email protected], [email protected] or [email protected]. If you want to call Seth Taha try calling on 216-363-6734. (updated on January 09, 2025)

What company does Seth Taha work for?

Seth Taha works for Citizens

What is Seth Taha's role at Citizens?

Seth Taha is Financial Advisor at Citizens Private Client

What industry does Seth Taha work in?

Seth Taha works in the Financial Services industry.