Vanderbilt is happy to announce our newest Financial Professional, Andrea Steiner! Andrea is joining us from Incline Village, NV.
Andrea has over 20 years of experience and holds the FINRA Series 7 and 66 licenses. She also holds her Life/Health and Annuities licenses. She is the Founder and Managing Director of Sequoia Wealth + Risk Management which specializes in wealth and risk management for individuals, families, businesses, non-profits, and foundations.
She delights in helping multiple generations of client families, as well as small and mid-size businesses, plan for their individual needs. Andrea provides a unique and tailored approach to financial planning and risk management that assists her clients with their needs, goals & dreams while actively addressing their concerns. Andrea holds a Bachelor’s degree in Economics from UCLA and a Master’s degree from the American Graduate School of International Management.
“I am delighted to join a firm with an unwavering reputation. It has, and continues to earn a reputation of strong ethics and integrity, along with its supportive feel and environment of being family rather than merely a business.” – Andrea Steiner
“Andrea joining our firm continues Vanderbilt’s West Coast expansion and increases our national footprint while supporting our goal of partnering with more women advisors and seeing more women empowered in finance.” – Joe Trifiletti, President