President, Client Portfolio Manager, Wealth Advisor
Kristina is the founder and CEO of Sequoia Wealth Advisors. Kristina’s highest intention is to be in service to others by helping them attain personal and financial strength, awareness and understanding as well as independence and confidence through an innovative financial planning approach. (Financial Consciousness). This process 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.
“Like nature, money doesn’t operate in a vacuum. It affects nearly every aspect of our lives. It’s not only a direct reflection of the things we value, but our values as well,” says Kuprina. “Financial Consciousness is a comprehensive awareness and understanding of your finances and how they connect with nearly every aspect of your life and life’s purpose.”
As a result of her financial knowledge, experience, passion for service, and her knack for clear, direct communication, Kristina’s client relationships are long and successful. She founded Sequoia Wealth Advisors in 2007 after a highly regarded career at traditional investment firms – primarily in trading, portfolio management, and economics.
With over 30 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 numerous 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, riding and hiking, working in her garden cultivating plants, and has recently taken up learning to draw and paint in nature. Further afield, she makes two journeys a year to the Iquitos Region of the Peruvian Amazon – in part, to volunteer and work with indigenous communities.