Trevor R Chuna, CFP, AEP, CTFA, MSFS

Chief Technology Officer at Sequoia Financial Group

Akron, Ohio, United States

About Trevor R Chuna, CFP, AEP, CTFA, MSFS

Trevor R Chuna, CFP, AEP, CTFA, MSFS is Chief Technology Officer at Sequoia Financial Group. Location: Akron, Ohio, United States.

Experienced Chief Technology Officer with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Estate Planning, Salesforce.com Implementation, Life & Health Insurance Licenses, and Technology Roadmapping. Strong professional with a Master of Science (MS) focused in Financial Planning and Services from The American College.

Skills

  • Certified Financial Planner
  • Life & Health Insurance Licenses
  • Accredited Estate Planner

Additional experience

  • CTO, VP Wealth Planning & Operations

    Sequoia Financial Group

    September 2017 – January 2019

Education

  • Master of Science (MS), The American College
  • Bachelor of Business Administration (BBA), The University of Akron