Kristina is the founder and CEO of Sequoia Wealth Advisors. The firm offers a broad range of services, from retirement planning to executive benefits strategies—all for a flat fee. This unique fee structure puts clients in control of the exact services they need. Sequoia Wealth Advisors also partners with qualified professionals in the areas of tax planning, eldercare and divorce. One of Kristina’s favorite quotes is from Steve Jobs, who said, “The only way to do really great work is to love what you do.”
With over 21 years of experience in financial planning and investment management, Kristina leads the firm as chief strategist using her extensive knowledge in trading and portfolio management. She is a designated Certified Investment Management Analyst (CIMA®), and a member of the Investment Management Consultants Association (IMCA). Kristina holds Series 7, 66, 31 and 24 registrations with LPL Financial and a California insurance license (CA Insurance Lic. #0F11184).
A strong supporter of empowerment through financial education and literacy, Kristina is a regular speaker at community events. Her volunteer work includes organizations like Second Harvest Food Bank, SCORE and Silicon Valley Faces. She attended San Francisco State University and the Haas School of Business at the University of California, Berkeley. Kristina’s hobbies include distance running, scuba diving, working in her garden and cultivating plants.