Andrea Steiner is a seasoned financial professional and Managing Director at Sequoia Wealth + Risk Management since 2009, specializing in retirement planning, tax minimization strategies, business continuity, and estate/legacy planning, with a focus on Impact and ESG investment opportunities. Andrea holds industry credentials as a Registered Representative in securities and insurance and serves in various community leadership roles, including Co-Chair of the NorCal Community Committee for the International Women's Forum and as a member of the Professional Advisory Leadership Council at the East Bay Community Foundation. Prior experience includes leadership roles at Chubb, AIG, and General Reinsurance, complemented by academic credentials from UCLA and Thunderbird School of Global Management.
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