A complete list of active advisors currently associated with Sequoia Financial, LLC
Warmer can help you find a great advisor at Sequoia Financial, LLC or one who fits your needs even better.
Sequoia Financial works with individual and high‑net‑worth clients to provide financial planning, investment management, and financial consulting. The firm also offers non‑ERISA retirement plan consulting for qualified plans, including participant education and enrollment support. Portfolios are built around asset allocation and modern portfolio theory, with investment policy parameters and periodic rebalancing to manage risk; the firm provides discretionary management and delivers written plans or consulting deliverables to clients. Investment management is offered through a wrap‑fee platform made available via the Altruist Model Marketplace, and accounts are maintained with a recommended qualified custodian. Distinctive features disclosed in the brochure include an insurance affiliation — the firm’s principal conducts a licensed insurance business and may receive commissions for insurance sales, a conflict the firm discloses and seeks to mitigate — and a focus on retirement plan consulting for qualified plans, a service that is less common among similar independent advisors. The combination of offering a wrap‑fee model through a third‑party platform, ongoing plan consulting for qualified plans, and the affiliated insurance activity sets the firm apart from many peers.
To learn more about the advisors currently working at Sequoia Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Visalia, CA
| 6
|
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