Sequoia Wealth Advisors
Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape Village, Aptos, CA 95003 Nevada Office- 1625 NV-88, Minden, NV 89423
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
217
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- KL
Katie Lindfelt
Certified Financial Plannertm Lpl Financial Advisor · Other
EmailPhone - KK
Kristina Kuprina
President, Client Portfolio Manager, Wealth Advisor · Finance & Accounting
EmailPhone - MP
Matthew Prentice
Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Sequoia Wealth Advisors
4 distinct titles indexed · top 4 shown.
- 1certified financial plannertm lpl financial advisor
- 1operations assistant manager
- 1president, client portfolio manager, wealth advisor
- 1private wealth advisor
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