Sequoia Wealth Advisors and Invesment Management, Inc. - San Jose (CA)

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.

ALI BIN ALTAF I had the pleasure of working with Karen L. Fisher and I can honestly say she provided the best service I could have asked for. From the very beginning, she was attentive, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and guided me through each step of the process. What stood out the most was her genuine care and commitment — I never once felt rushed or ignored. She handled everything efficiently, with great attention to detail, and made what could have been a stressful situation feel manageable. I am beyond satisfied with the results and truly grateful for her support. Karen goes above and beyond for her clients, and I highly recommend her services to anyone looking for someone trustworthy and dependable.