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Get To Know Us

Get to know us and how we give personalized service.

Who We Are

Helping You Reach Your Goals

See how our advisors can help you through financial planning tailored to your needs.

Our Services

Financial Planning Rooted in Experience

Would you like to be more organized and more confident in your financial life? School employees and administrators are turning to Sequoia Financial Strategies for their financial planning needs. Our advisors offer the broad variety of investment options, accessibility and educational resources needed in an investment partner. 

Access Tailored Care

Sequoia Financial Strategies understands that each investor has a unique set of goals, and our advisors will tailor our recommendations for each individual. It is important to us that we have a clear understanding of your particular needs so we can help you plan for your goals and stay on track.

When you work with a CERTIFIED FINANCIAL PLANNER® professional, you know you are working with someone who can help you piece together all the different areas of your financial life. The CFP® certification shows you our advisors have extensive training and adhere to rigorous ethical standards. Your interests come first.

Please see our certification HERE.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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