Sequoia Financial Group

Understand the firm.

Sequoia Financial Group coordinates investment management with retirement, estate, tax, risk, and charitable planning. Its Sentinel family office service supports families with substantial and complex wealth, while local teams serve clients across the country.

Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.

People in the directory.

5 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.

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Kerry Michael Finn

Senior Vice President, Wealth Advisor

Sequoia Financial Group

Irvine, California

Multigenerational wealth planning · CFP, CTFA, AIF

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Mandy Blankenship

Senior Director, Wealth Advisor

Sequoia Financial Group

Mayfield Heights, Ohio

Comprehensive wealth planning · CFP

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Michael Kruse

Senior Director, Wealth Advisor

Sequoia Financial Group

Torrance, California

Multigenerational wealth planning · CPA, CFP

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Ryan Baney

Vice President, Wealth Advisor

Sequoia Financial Group

Tampa, Florida

Portfolio management · CFP, ChFC

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CF

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Chris Fencl

Director, Wealth Advisor

Sequoia Financial Group

Bloomington, Minnesota

Comprehensive financial planning · CFP

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