Sequoia Wealth Advisors
Financial Services
San Jose, California, United States
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
Sequoia Wealth Advisors Overview
- Headquarters
- San Jose, California, United States
- Phone Number
- Available in AeroLeads
- Website
- sequoiawa.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2007
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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
Sequoia Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Sequoia Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Madison Ruffner | Operations Assistant Manager at Sequoia |
View
|
|
| Kristina Kuprina, Cima ® | President, Client Portfolio Manager | San Francisco Bay Area, United States |
Email
|
| Katie Lindfelt | Certified Financial Planner™ | San Jose, California, United States |
Email
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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