Certified Financial Planner™ Lpl Financial Advisor
Current
Aug 2011 - Present
AeroLeads people directory · profile
Katie Lindfelt Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor
at
Sequoia Wealth Advisors
1 work email found
@sequoiawa.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor
Location
San Jose, California, United States
Company size
Who is Katie Lindfelt? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katie Lindfelt is listed as CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor at Sequoia Wealth Advisors, a with 4 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at sequoiawa.com and a matched LinkedIn profile for Katie Lindfelt.
Katie Lindfelt previously worked as Paraplanner/ LPL Registered Administrative Assistant at Wealth Management Group Of Silicon Valley and Academic Advisor/ Admin at Santa Clara University. Katie Lindfelt holds Ba, Economics And Studio Art from Scripps College.
Company email context
Email format at Sequoia Wealth Advisors
This section adds company-level context without repeating Katie Lindfelt's masked contact details.
{first_initial}{last}@sequoiawa.com
89% confidence
AeroLeads found 1 current-domain work email signal for Katie Lindfelt. Compare company email patterns before reaching out.
Profile bio
About Katie Lindfelt
My goal is to simplify your financial life so that you can spend time focusing on what you do best.
Current workplace
Katie Lindfelt's current company
Company context helps verify the profile and gives searchers a useful next step.
Sequoia Wealth Advisors
4 roles
Katie Lindfelt work experience
A career timeline built from the work history available for this profile.
Paraplanner/ Lpl Registered Administrative Assistant
Jul 2007 - Sep 2010
Academic Advisor/ Admin
Advised Political Science majors in course selection and progress toward graduation.
Sep 2006 - Jun 2007
Inside Sales
Feb 2005 - Sep 2006
1 education record
Katie Lindfelt education
FAQ
Frequently asked questions about Katie Lindfelt
Quick answers generated from the profile data available on this page.
What company does Katie Lindfelt work for?
Katie Lindfelt works for Sequoia Wealth Advisors.
What is Katie Lindfelt's role at Sequoia Wealth Advisors?
Katie Lindfelt is listed as CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor at Sequoia Wealth Advisors.
What is Katie Lindfelt's email address?
AeroLeads has found 1 work email signal at @sequoiawa.com for Katie Lindfelt at Sequoia Wealth Advisors.
Where is Katie Lindfelt based?
Katie Lindfelt is based in San Jose, California, United States while working with Sequoia Wealth Advisors.
What companies has Katie Lindfelt worked for?
Katie Lindfelt has worked for Sequoia Wealth Advisors, Wealth Management Group Of Silicon Valley, Santa Clara University, and Santa Cruz Millwork.
Who are Katie Lindfelt's colleagues at Sequoia Wealth Advisors?
Katie Lindfelt's colleagues at Sequoia Wealth Advisors include Kristina Kuprina, Cima ®.
How can I contact Katie Lindfelt?
You can use AeroLeads to view verified contact signals for Katie Lindfelt at Sequoia Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Katie Lindfelt attend?
Katie Lindfelt holds Ba, Economics And Studio Art from Scripps College.
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