Kristina is the founder and CEO of Sequoia Wealth Advisors. Kristina’s highest intention is to make a significant difference in her client’s lives by helping them attain both personal and financial strength, as well as independence and confidence through an innovative financial planning approach that is built around their values, goals, and who they truly aspire to be. The result of this work is creating a life of fulfillment and contentment for her clients, their families and the communities they serve.
A strong supporter of both whole-person health & wellness and empowerment through financial education and literacy, Kristina is a regular speaker at various organizations and events. Her volunteer work includes organizations like Second Harvest Food Bank, Grey Bears, MAPs and SCORE.
Two of Kristina’s favorite quotes are: “Mankind cannot solve problems with the same level of consciousness that created it”- Albert Einstein and “Our senses enable us to perceive only a minute portion of the outside world”-Nikola Tesla.
With over 27 years of experience in financial planning and investment management, Kristina leads the firm as chief strategist using her extensive knowledge in trading and portfolio management to build customized portfolios. She is a designated Certified Investment Management Analyst (CIMA®), and a member of the Investment Management Consultants Association (IMCA). Kristina holds Series 7, 66, 31 and 24 registrations with LPL Financial and a California insurance license (CA Insurance Lic. #0F11184).
A strong supporter of both whole-person health & wellness and empowerment through financial education and literacy, Kristina is a regular speaker at various events. Her volunteer work includes organizations like Second Harvest Food Bank, Grey Bears, MAPs and SCORE. She attended San Francisco State University and the Haas School of Business at the University of California, Berkeley.
Kristina’s hobbies include spending time in nature, meditation and spiritual activities, distance running, scuba diving, working in her garden cultivating plants, and has recently taken up learning to draw nature.