Designations and Licenses

Sandy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Sandy works with clients to provide education and personalized wealth management solutions. She assists clients with financial planning, investing and strategies to help them achieve their near- and long-term goals

Prior to joining Mariner, Sandy built a strong foundation in financial planning and client relationship management at First Republic Investment Management. During her tenure, she provided clients with a variety of services and products, including budgeting, investments, stock options, insurance, retirement planning, education planning, estate planning and debt management.

Sandy has a bachelor’s degree in business economics from the University of California, Los Angeles.

Personal Interests

Sandy enjoys cooking, fitness and raising her family.