Sequoia Planning & Investments LLC

Sequoia Planning & Investments LLC (CRD# 109519) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $171,005,248 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sequoia Planning & Investments LLC
Showing 1 - 1 of 1 top financial advisors.
Paul E. Murk
CRD#: 1296560
1990 N. California Boulevard, Suite 830, Walnut Creek, CA 94596

Paul Murk (CRD# 1296560) is an Investment Advisor Representative working at Sequoia Planning & Investments LLC in Walnut Creek, CA and has over 24 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.

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