Meet the team
John Marchand
CFP®, ChSNC®
Senior Vice President, Head of Advisor Training and Development
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About John
With over 20 years of experience as a wealth advisor, John brings a deep understanding of comprehensive wealth management to his work with clients. This work, coupled with a genuine commitment to helping families achieve their financial goals and building a high-performing team, makes John a consummate leader.
As Senior Vice President and Head of Advisor Training and Development, John leverages his experience to help families across the wealth continuum find peace in their financial future and passion for developing advisors to enhance the Sequoia client experience. John is dedicated to fostering a collaborative approach to ensure each client receives personalized, comprehensive guidance. By mentoring advisors and continuously refining training programs, John drives excellence across the firm, allowing clients and advisors to thrive.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Special Needs Consultant
Bachelor of Arts, The University of Akron
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- Lives in Copley, Ohio, with his wife and two children
- John and his family choose a few different organizations to volunteer their time with each year; past organizations include Haven of Rest and Akron Snow Angels
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John Marchand, CFP®, ChSNC®
Senior Vice President, Head of Advisor Training and Development
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