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pamela pena serrano

Pamela Pena-Serrano

CFP®

Senior Director, Wealth Advisor

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About Pamela

As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and cash flow, more than investments and assets, you are the central figure in your financial story, and you deserve a financial professional who is knowledgeable and experienced in helping real people write the next chapter in their story. I’m here to help you define, or refine, your goals and chart the path to get there with a personalized financial plan.

At Sequoia, our team of advisors represents diverse skills and experiences, we pride ourselves on offering our team-members the opportunity to invest their time and attention in pursuing specialization. Instead of shallow knowledge across a nearly limitless spectrum of possibilities, specialization allows us to dive deeper and serve our clients as individuals. Our commitment to the fiduciary standard means that we pursue what is best for you, not us. We think that makes for enduring relationships and deep trust. We wouldn’t have it any other way.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.


Accreditation & Education

  • CERTIFIED FINANCIAL PLANNER (CFP®)
  • Series 66
  • Kansas State University M.S. Financial Planning
    Florida International University B.B.A Banking, Corporate Finance and Securities Law


Up Close

Outside of work I enjoy: Swim, Bike, Yoga. Travel and History. Family and Australian Shepherds.

Something interesting about me is: I’m a Colombian native, with Miami energy, and Midwest kindness who loves to immerse herself in people’s cultures and this past year, I visited 3 continents in 3 months.

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Pamela Pena-Serrano,

CFP®

Senior Director, Wealth Advisor