Katie A Lindfelt CFP
Sequoia Wealth Advisors and Investment Management
99 Almaden Blvd Ste 925, San Jose, CA
90% Trust Score
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 reviews)
1
Happy
0
Unhappy
0
Neutral