Overview

We are a fee only financial planning and fee based asset management firm located in San Jose and Aptos California.
There are currently 11 advisors and 6 staff members. We are seeking to both purchase books of business and add advisors to our practice. Advisors at Sequoia own their books and have built in succession plans within our firm. Approximately half of them are looking to expand by purchasing books or partnering with other advisors. The ages range from 30s to 70s. Advisors at Sequoia have access to many resources including and in house financial planning team consisting of Paraplanners and CFPs. We are a hybrid with our investments at LPL and Financial Planning through our RIA.

Market
Advisor/RIA
Last Activity
within 4 months

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