With more than 15 years of experience and previous roles that include licensed attorney, life insurance agent, and securities representative, Kurt Bradburn brings a unique blend of knowledge to wealth planning and his client relationships. In keeping with Sequoia’s values, Kurt upholds a commitment to exceptional client service and enjoys helping people cut through complexity of their financial life and feel confident in their future, qualities that result in long-term partnerships and afford him the opportunity to help clients dive even more deeply into articulating their goals for their legacy.

Clients consistently appreciate Kurt’s keen focus on creating comprehensive, customized solutions that support what matters most to them—an integrated approach to financial planning that is enhanced through collaboration with the Sequoia team to build disciplined, tax-efficient portfolios. From preserving wealth and generating income, to funding a dream or supporting future generations, Kurt knows that his work starts with listening—understanding family goals and dynamics and hearing what keeps them up at night. When appropriate, he’ll host family wealth planning sessions that bring multiple generations together and open up meaningful conversations around values and stewardship—a powerful way to educate the next generation and strengthen family alignment.