“Someone is sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffett
A Passion for Helping You
Grow + Protect Your Wealth
Sequoia Financial is a fee-based investment management firm that works with young professionals, blue-collar workers and medical professionals just outside beautiful Sequoia National Park. Whether your career is just getting started or you’re nearing retirement, we’re here to provide ongoing personal support every step of the way.
Our tailored financial planning strategies support your unique lifestyle and financial goals. Whether you’re in need of a comprehensive financial plan or professional financial advice surrounding a specific area of your life, we create solutions designed to meet your needs.
Close to Home
A proud Tulare, CA native and a Cal State-Stanislaus grad, Schad TenBroeck has a passion for helping others build their wealth through personal financial planning and investment services in the Visalia, California area.