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Sequoia Wealth Advisors

Sequoia Wealth Advisors

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Open  8:00 AM-4:00 PM now
99 Almaden Blvd #925, San Jose, CA 95113, USA Get Directions
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ABOUT   Services Excellence Summary

Our Mission is to make a meaningful difference in the lives of our clients by helping them achieve financial independence, financial security, and financial confidence. We believe in an innovative financial planning process that involves all aspects of your life. This comprehensive process not only creates your investment and financial plan but also continuously monitors your progress. We are committed to various methods of communication with our clients to ensure we are all working towards your best future. Our first step is learning about you and your values. Kristina Kuprina founded Sequoia Wealth Advisors in 2007 to discover a successful way of providing financial advice and investment services. We started with three financial advisors and we have expanded to twelve advisors and five associates, adhering to the credo of personalized service. We have expanded our range of services and continue to refine our service to our clients and their families. The sustained success of Sequoia Wealth Advisors rests on the development of long-term partnerships founded on frank and open communication. In the spirit of communication, we provide ongoing education and financial updates to our clients and our firm. We aim to help clients find balance in their lives and reduce stress by living a good life. Our most important message is to empower and inspire them to achieve FISSION balance so they can live successfully – Spiritually. Emotionally. Mentally. And Physically.

 

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Sequoia Wealth Advisors Reviews: 2. Average Rating: 5.0

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John Doe left a 5 star review
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