Andrea has over 20 years of experience in the financial services sector, both domestically and internationally. She delights in helping multiple generations of client families, as well as small and mid-size businesses plan for their very individual needs. Andrea provides a unique and tailored approach to financial planning and risk management. Andrea helps her clients meet their needs, while actively addressing their concerns.
Andrea holds a Bachelor’s degree in Economics from UCLA and a Master’s degree from the American Graduate School of International Management. She holds multiple securities registrations and does extensive continuing education to keep at the forefront of best practices. Andrea has had her independent financial practice for a decade and is both the Founder and Managing Director of Sequoia Wealth + Risk Management. Her practice serves high-net worth clients, small and mid-sized businesses, in the areas of investment and retirement planning, tax minimization strategy, business continuity, estate/legacy planning and much more.