Mandy Blankenship

Meet Mandy.

Mandy Blankenship helps business owners, physicians, and individuals develop wealth plans grounded in their goals and family circumstances. She draws on more than 25 years of experience and emphasizes listening before recommending strategies. Her work at Sequoia includes explaining financial choices so clients can participate confidently in planning decisions.

Before your first conversation.

Areas of focus

Comprehensive wealth planning · Business owner planning

Credentials recorded in sources

CFP

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Fees & compensation

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Portrait source

Photo matched to official biography · 2026-09-16

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Sequoia Financial Group

5 listed professionals

Sequoia Financial Group coordinates investment management with retirement, estate, tax, risk, and charitable planning. Its Sentinel family office service supports families with substantial and complex wealth, while local teams serve clients across the country.

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