Don Laubacher CFP®, CPA, AEP®

Special guest

As Senior VP of Sequoia's Family Wealth group, one of the best parts of my job is bringing clarity to intricate financial situations. Working with the Family Wealth team allows me to help high net worth individuals, entrepreneurs, and multi-generational family businesses sort out their complicated situations and plan for their ultimate goals.

After developing customized investment strategies and wealth transfer plans, I regularly re-evaluate clients’ objectives to ensure I am working to help drive results based on their planning strategies.

I enjoy navigating challenges and helping people work to reach their financial goals and pride myself in being a great team player. My background as a tax planner, advisor, philanthropic gift and financial planner help to make that opportunity possible.

Don Laubacher CFP®, CPA, AEP® has been a guest on 3 episodes.