Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience as a financial services company. Special Guests: Megan Howell and Trevor Chuna, CFP®, AEP®, CTFA, MSFS.

Sequoia Investments and Insights

Episode 4: Better Servicing Our Clients with Innovative Technology

Welcome to our Investments & Insights podcast! Join us and our Chief Investment Officer, Russell Moenich, for an inside look at the financial markets and how to preserve your wealth and plan for the future. We cover everything from wealth planning, investments and the financial markets, advice from Certified Financial Advisors (CFP®) and more. Listen and share today! Available on your favorite podcast app including Apple Podcasts, Spotify and Stitcher.

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Sequoia Investments and Insights