About Company

Sequoia Wealth Advisors is an independent San Jose-based wealth management and investment advisory firm that provides personalized financial planning, retirement planning, investment management, tax planning strategies, education and family planning, business planning, social security optimization, ESG investing, and private client services; Sequoia Wealth Advisors focuses on creating customized Life Plans and long-term client relationships, offers a range of educational resources and market commentary, and coordinates securities and advisory services through LPL Financial to deliver tailored, collaborative financial guidance.

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