Vice President, Investment Management
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 a financial advisor. He currently focuses on comprehensive wealth management, which may include estate planning, insurance and tax planning. Eli works with Sequoia’s clients to guide them through the complexities of financial decision making.
Eli received his degree from San Jose State University. He holds Series 7, 63 and 65 registrations with LPL Financial and is also licensed for life and health insurance in California (CA Insurance Lic. #0C91488).
In his spare time, Eli enjoys riding motorcycles and coaching his two children in a variety of sports.