Meet The Team | Sequoia Wealth Advisors

Kristina Kuprina

Financial Consultant and Wealth Advisor

(408) 277-0200

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...

Patrick Lee

Chief Operating Officer

(858) 997-5050

patrick.lee@sequoiawa.com

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) 645-2500

(408) 277-0200

Katie began her career in financial services as an administrative assistant, and now holds the prestigious designation of CFP®. She joined Sequoia Wealth Advisors in 2008 and plays a pivotal role in gathering information from...

Lizandro Salazar

Vice President, Investment Services

(408) 645-2500

(408) 277-0200

Lizandro is an Economist and an Attorney from the Pontifical Catholic University of Peru, the Jesuit University. He has over 35 years of experience in the Banking and Financial Services Industry. Starting his career at the Banco...

Eli Lopez

Vice President, Investment Management

(408) 645-2500

(408) 277-0200

Eli joined Sequoia Wealth Advisors in 2012 after a career with Wells Fargo Private Client Group and Salomon Smith Barney. His work included supporting many high-tech stock options plans for companies such as Oracle, Google and Cisco as...

Franz Vaiarello

Vice President, Financial Planning and Investments

(408) 645-2500

(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) 645-2500

(408) 277-0200

Curran is an independent LPL Financial Advisor with 10 years of experience, who finds satisfaction in educating clients and empowering them to pursue their goals. Curran firmly believes that becoming a partner in his client’s...

John Mera

LPL Financial Advisor

(408) 645-2500

(408) 277-0200

John has been a part of Sequoia Wealth Advisors since 2006 after a long career at Morgan Stanley. He works with clients to protect, preserve and grow their assets in ways that are consistent with their goals and risk tolerance. John...

Matthew J. Prentice

LPL Private Wealth Advisor

(408) 645-2500

(408) 277-0200

Matt started his Financial Services career at Kidder Peabody in San Francisco on the Institutional Sales Desk. He left to become a research assistant at a boutique investment bank called Volpe & Covington where he was an Equity...

Niki Canotas

(408) 645-2500

(408) 277-0200

In her 20 years in Financial Services, Niki Canotas has consulted regularly with executives from a variety of fields to help create synergistic strategies to world-impacting problems that hit home personally, such as Long Term Care,...

Greg Nelson

Insurance Specialist

(408) 645-2500

(408) 277-0200

Greg joined the firm in 2013 and has more than 30 years of experience in the financial services industry. He assists Sequoia Wealth Advisors clients with their insurance needs and reviews; and specializes in the areas of life insurance...

Igor Kuprin

Chief Financial Officer

(408) 645-2500

(408) 277-0200

igor@sequoiawa.com

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...

Aaron Grant

Director of Operations

(408) 645-2500

(408) 277-0200

Aaron joined Sequoia Wealth Advisors in January of 2017 as a Client Service Associate and worked into his current role as Director of Operations. Aaron’s professional background centers around federal and state regulatory...

Melanie Birettta

Client Service Associate

(408)645-2500

(408)277-0200

melanie@sequoiawa.com

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) 645-2500

(408) 277-0200

kaitlin@sequoiawa.com

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)645-2500

(408)277-0200

madisonr@sequoiawa.com

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...