The Bay Area's premier financial planning firm.


Contact Our Firm

Contact Our Firm

Sequoia Wealth Advisors & Investment Management, Inc.
99 Almaden Blvd., Suite 925
San Jose, CA 95113

Phone: 408-645-2500 or 831-576-2731
Fax: 408-277-0200


Contact Us Online

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, ME, MI, MN, MO, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA and WI.

Website Design For Financial Services Professionals | Copyright 2018 All rights reserved