Kristina Kuprina Email & Phone Number
President, Client Portfolio Manager, Wealth Advisor @ Sequoia Wealth Advisors
Kristina Kuprina's Location
California, United States
Kristina Kuprina's Work
- President, Client Portfolio Manager, Wealth Advisor @ Sequoia Wealth Advisors
- Certified Investment Management Analyst and Client Portfolio Manager @ Wealth Management Group of Silicon Valley
- Financial Advisor @ Morgan Stanley Smith Barney
- Trading and Portfolio Construction @ Various
Kristina Kuprina's Education
- UC Berkeley Haas School of Business
(Investment Management (CIMA))
- San Francisco State University
(Business, economics)
- University of California, Berkeley, Haas School of Business
CIMA
Kristina Kuprina's Skills
- Post- Divorce financial Planning
- Estate Planning
- Strategic Financial Planning
- Financial Planners
- Investment Management
- Securities
- Long-term Care
- Business Transition Planning
- Pre-Marital Financial Planning
- Eldercare Planning
Kristina Kuprina's Summary
Kristina Kuprina, based in California, United States, is currently a President, Client Portfolio Manager, Wealth Advisor at SEQUOIA WEALTH ADVISORS, bringing experience from previous roles at Wealth Management Group of Silicon Valley, Morgan Stanley Smith Barney and Various. Kristina Kuprina holds a UC Berkeley Haas School of Business. With a robust skill set that includes Post- Divorce financial Planning, Estate Planning, Strategic Financial Planning, Financial Planners, Investment Management and more, Kristina Kuprina contributes valuable insights to the industry. Kristina Kuprina has 4 emails and 1 mobile phone number on RocketReach.
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