Sequoia Planning & Investments LLC
Sequoia Planning & Investments LLC (CRD# 109519) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $165,680,818 in 180 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management166MILLION
Total Number of Accounts180ACCOUNTS
Average Account Value$920,449
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Paul Murk (CRD# 1296560) is an Investment Advisor Representative working at Sequoia Planning & Investments LLC in Walnut Creek, CA and has over 20 years of experience in the finance industry. Paul Murk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.