Katie Lindfelt

Katie Lindfelt Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ @ Sequoia Wealth Advisors
san jose, california, united states
Katie Lindfelt's Location
San Jose, California, United States, United States
Katie Lindfelt's Contact Details

Katie Lindfelt work email

Katie Lindfelt personal email

About Katie Lindfelt

My goal is to simplify your financial life so that you can spend time focusing on what you do best.

Katie Lindfelt's Current Company Details
Sequoia Wealth Advisors

Sequoia Wealth Advisors

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CERTIFIED FINANCIAL PLANNER™
san jose, california, united states
Website:
sequoiawa.com
Employees:
4
Katie Lindfelt Work Experience Details
  • Sequoia Wealth Advisors
    Certified Financial Planner™ Lpl Financial Advisor
    Sequoia Wealth Advisors Aug 2011 - Present
    99 Almaden Blvd. Suite 925 San Jose, Ca 95113
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  • Wealth Management Group Of Silicon Valley
    Paraplanner/ Lpl Registered Administrative Assistant
    Wealth Management Group Of Silicon Valley Jul 2007 - Sep 2010
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  • Santa Clara University
    Academic Advisor/ Admin
    Santa Clara University Sep 2006 - Jun 2007
    Advised Political Science majors in course selection and progress toward graduation.
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  • Santa Cruz Millwork
    Inside Sales
    Santa Cruz Millwork Feb 2005 - Sep 2006
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Katie Lindfelt Education Details

Frequently Asked Questions about Katie Lindfelt

What company does Katie Lindfelt work for?

Katie Lindfelt works for Sequoia Wealth Advisors

What is Katie Lindfelt's role at the current company?

Katie Lindfelt's current role is CERTIFIED FINANCIAL PLANNER™.

What is Katie Lindfelt's email address?

Katie Lindfelt's email address is ka****@****ail.com

What schools did Katie Lindfelt attend?

Katie Lindfelt attended Scripps College.

Who are Katie Lindfelt's colleagues?

Katie Lindfelt's colleagues are Kristina Kuprina, Cima ®.

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