Meet The Team
Kristina Kuprina
President, Client Portfolio Manager, Wealth Advisor
(408) 277-0200
Kristina is the founder and CEO of Sequoia Wealth Advisors. Kristina’s highest intention is to be in service to others by helping them attain personal and financial strength, awareness and understanding as well as independence...
Patrick Lee
Chief Operating Officer
Pat joined Sequoia in September of 2018. As COO he works closely with the CEO and the CFO on overall firm management. He is also responsible for compliance and recruiting. With over 35 years in the business, Pat has the experience and...
Katie Lindfelt
CERTIFIED FINANCIAL PLANNER™ (CFP®)
(408) 277-0200
As a Sequoia Wealth Advisor CFP®, Katie Lindfelt helps architect the future of her clients by developing customized financial plans tailored to help grow, protect, and conserve her clients’ wealth.
Lizandro Salazar
Vice President, Investment Services
(408) 277-0200
Eli Lopez
Vice President, Investment Management
(408) 277-0200
Franz Vaiarello
Vice President, Financial Planning and Investments
(408) 277-0200
Franz joined Sequoia Wealth Advisors in September, 2015. Starting at Merrill Lynch in 2005, he has put together a decade of client centric financial planning, investments and consulting. Prior to his Merrill Lynch and LPL Financial...
Curran Hart
Vice President of Wealth Management
(408) 277-0200
Matthew J. Prentice
LPL Private Wealth Advisor
(408) 277-0200
Niki Canotas
(408) 277-0200
Greg Nelson
Insurance Specialist
(408) 277-0200
Carlos Curiel
Vice President of Wealth Management
My name is Carlos Curiel, and I’m a Financial Advisor with 16 years of experience, all with ForestersFinancial (formerly First Investors). I recently joined the Sequoia Wealth Advisors team because I craveda better platform to...
Lyndsay Ising
LPL Registered Administrative Assistant
My name is Lyndsay Ising, and I'm an LPL Registered Sales Assistant with 5 years of experience working for Carlos Curiel. Recently Carlos joined the Sequoia Wealth Advisors team to provide a better platform for his clients, and I am...
Igor Kuprin
Chief Financial Officer
(408) 277-0200
Igor has extensive experience in the financial services industry, including 16 years in corporate accounting and 20 years in foreign currency trading. He joined Sequoia Wealth Advisors in 2011 and oversees the business financials and...
Anna Martinez
LPL Registered Sales Assistant
(408) 277-0200
Anna’s career in financial services began shortly after graduating college in 2007. Her background in teaching and working in 1031 real estate exchanges provided a natural transition into financial planning and wealth...
Melanie Biretta
Client Service Associate
(408)277-0200
Melanie brings over twelve years of client relations experience to her role at Sequoia Wealth Advisors & Investment Management Inc. She joined the firm in 2006 and is responsible for many of the critical functions of our client...
Kaitlin King
Client Service Associate
(408) 277-0200
Kaitlin joined Sequoia Wealth Advisors in February of 2017. She comes from an extensive customer service background, including management experience and work as an office assistant. Kaitlin assists the advisors with account opening,...
Madison Ruffner
Client Service Associate
(408)277-0200
Madison joined Sequoia Wealth Advisors & Investment Management as a Client Services Associate in November of 2018. She comes from a customer service background, including working in the food and beverage industry and most recently at a...
Mia Nayfach
Client Service Associate
(408) 277-0200
Mia joined Sequoia Wealth Advisors in January 2022 after working in the financial services industry for over 25 years. Currently she assists with all forms of client communication in an effort to support a personalized, seamless...
