Sequoia Attends the 2025 LPL National Conference in San Diego
Earlier this month our CIO Michael Lindemann, Director of Estate Planning Matt Doane, and our CEO Jason Hunsucker traveled to San Diego, California to attend the annual LPL National FOCUS Conference—a gathering of thousands of independent financial advisors from across the country. As independent advisors affiliated with LPL Financial, the nation's largest independent broker-dealer (as reported by Financial Planning magazine, 1996-2024, based on total revenue), we benefit from a deep bench of research, tools, and compliance support while maintaining the freedom to do what’s best for our clients.
The purpose of the national conference is to bring together professionals committed to excellence in financial planning and investment strategy. LPL hosts this event annually to provide timely insights into market trends, new technology, evolving regulations, and tools that enhance the way we serve our clients.
This year, we walked away affirmed: we’re on the right path—and farther down it than most. Among thousands of firms in attendance, it was clear that Sequoia stands apart in our integrated approach to financial planning, sophisticated investment management, estate planning, and tax solutions. We heard from various speakers over and over that clients today are seeking cohesive, streamlined solutions, not fragmented advice—and that’s exactly what we’re building.
We’re doubling down on financial planning as the foundation for all we do. It’s not just a service—it’s the framework from which meaningful, high-quality outcomes are built. Our portfolio strategies continue to evolve as well. The days of standing out with traditional asset allocation are fading. We’re committed to advancing portfolio sophistication and integrating overlooked strategies, like risk mitigation planning, that add real value.
Technology was another central theme. As the industry evolves, so do the tools we use. At Sequoia, we’ve long been early adopters, and we remain committed to understanding and implementing cutting-edge technology that enhances both our service and your experience.
Most importantly, our time at the conference renewed our confidence that what we are building at Sequoia is both rare and deeply needed. We are not only keeping up with the changing landscape—we’re leading in it. And we remain as committed as ever to helping you and your family navigate the future with clarity, confidence.
Disclaimer: There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
