Sequoia Wealth Advisors, headquartered in San Jose, California, is an independent financial services firm founded in 2007 with a mission to provide personalized, values-driven financial planning and investment management. Led by CEO Kristina Kuprina, the firm emphasizes a holistic approach that integrates clients’ personal values and life goals into their financial strategies.

Their comprehensive services include financial planning, retirement planning, investment management, tax strategies, and specialized private client services tailored to affluent individuals with complex needs. Sequoia’s client-centric philosophy is rooted in building long-term relationships through transparent, fee-based advisory services, ensuring that clients receive customized solutions aligned with their unique circumstances and aspirations.