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Client Centered

Our Mission

Our mission is to help as many people as possible develop, create, and customize financial plans based on their core values and who they aspire to be with the goal of providing security and confidence in the financial future of themselves and their families.

Personalized service defines our client relationships because we not only care about your financial goals, but also about who you are and what is most important to you. Trust and transparency are the cornerstones of the lasting connection we value with our clients, by offering independent advice and thoughtful insight to assist you in working towards building and protecting your assets.

Client Centered


At Sequoia, we strive to assimilate our core values in all that we do, and believe that our core values help us better assist our clients, team and community. Sequoia was founded with these values in mind, and since we are an independent firm, we do not have sales quotas or proprietary financial products for sale. Therefore, we can put our clients and their wellbeing, needs, and values first.

 Our Vision

To guide clients towards achieving or maintaining a work- optional lifestyle, and a funded- contentment mindset that is in alignment with their values, aspirations and life’s purpose.

Meet Our Team

Kristina  Kuprina

Kristina Kuprina

President, Client Portfolio Manager, Wealth Advisor

(408) 645-2500

Katie Lindfelt

Katie Lindfelt

CERTIFIED FINANCIAL PLANNER™ (CFP®)

(408) 645-2500

Carlos Curiel

Carlos Curiel

Vice President of Wealth Management

(408) 645-2500

Lyndsay Ising

Lyndsay Ising

LPL Registered Administrative Assistant

(408) 645-2500

Greg Yuen

Greg Yuen

Vice President of Wealth Management

(408) 645-2500

Curran Hart

Curran Hart

Vice President of Wealth Management

(408) 645-2500

Eli Lopez

Eli Lopez

Vice President, Investment Management

(408) 645-2500

Franz  Vaiarello

Franz Vaiarello

Vice President, Financial Planning and Investments

(408) 645-2500

Pamela Sloan

Pamela Sloan

Adminstrative Assistant

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