As a Senior Manager in the Private Client Services group, Sarah strives to provide clients with incomparable service by developing, implementing and overseeing investment strategies as well as financial plans. Her experience includes working with a broad range of clients including business owners, physicians, attorneys and teachers. This allows her to gain valuable knowledge in many aspects of financial planning.
Sara comes to work every day with the goal to improve each client’s financial situation. She works toward building long lasting relationships with each client by understanding their unique needs, and earning their trust. She's passionate about helping others succeed and will work tirelessly to help clients achieve financial success.
May 5th, 2020 | 12 mins 11 secs
3 months savings, 6 months savings, budget, coronavirus, covid19, fdic insured bank account, financial advisor, financial planning, hippa, home insurance, pandemic, ppp, retirement, retirement planning, savings, savings account, stimulus check
Join Sequoia advisor Sara Gans and Chief Growth Officer, Leon LaBrecque as they discuss smart things you can do for your finances while quarantined at home during COVID-19. Learn ways you can protect yourself, your family and your assets as well as save for the future.