FIRM PROFILE
Sequoia Financial Group
Sequoia Financial Group coordinates investment management with retirement, estate, tax, risk, and charitable planning. Its Sentinel family office service supports families with substantial and complex wealth, while local teams serve clients across the country.
Investment managementRetirement planningEstate planningTax planningRisk managementCharitable givingFamily office services
5linked professional records
5researched profiles
5listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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Explore a listed cityBloomington, Minnesota1Irvine, California1Mayfield Heights, Ohio1Tampa, Florida1Torrance, California1
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Sequoia Financial GroupSenior Vice President, Wealth Advisor | IrvineCalifornia | Multigenerational wealth planning | |
 | Sequoia Financial GroupSenior Director, Wealth Advisor | Mayfield HeightsOhio | Comprehensive wealth planning | |
 | Sequoia Financial GroupSenior Director, Wealth Advisor | TorranceCalifornia | Multigenerational wealth planning | |
 | Sequoia Financial GroupVice President, Wealth Advisor | TampaFlorida | Portfolio management | |
CF Chris FenclResearched profile | Sequoia Financial GroupDirector, Wealth Advisor | BloomingtonMinnesota | Comprehensive financial planning |
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