Katie Lindfelt, CFP
Sequoia Wealth Advisors and Investment Management
Certified Financial Planner in San Jose, CA
Address:99 Almaden Blvd Ste 925
San Jose, CA 95113
About Katie Lindfelt
Katie Lindfelt is a financial professional at Sequoia Wealth Advisors and Investment Management located in San Jose, California. Katie Lindfelt holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Katie Lindfelt provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Katie Lindfelt99 Almaden Blvd Ste 925
San Jose, CA 95113
Phone Number:
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Website:
http://www.sequoiawa.com
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