Broker Check
Katie Lindfelt

Katie Lindfelt

CERTIFIED FINANCIAL PLANNER™ (CFP®)

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 clients, analyzing the data and presenting recommendations based on the results. Katie then assists with the implementation of the recommendations and ongoing review of plan progress.

She lives in the South Bay with her husband and two children, is actively involved with her church, and enjoys knitting and quilting in her spare time.