Jacques Bolivar, CFP

Vander Zwaag Financial, Inc. is a full-service financial services firm serving the San Jose area. We offer a wide range of financial services, including retirement planning, tax planning, estate planning, stock option planning, college education funding, business consulting, investments, and insurance. We are committed to providing our clients with the best possible financial advice and service.

Sequoia Wealth Advisors was founded in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who shared the vision but have since grown to include twelve financial advisors and seven assistants all dedicated to providing you with personalized service. As we have expanded, so have the services we offer and we continue to strive to find better ways to serve our clients, their families, and our communities. At Sequoia Wealth Advisors, long-term relationships that encourage open and authentic communication have been the cornerstone of our client’s success. In the spirit of communication we provide on-going education and economic updates for our clients and team.