Katie A Lindfelt CFP
Sequoia Wealth Advisors and Investment Management
99 Almaden Blvd Ste 925, San Jose, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Planning, Young Professionals
Client reviews 1 published
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Neutral
Favorable
Certified Trusted Financial Advisor