CERTIFIED FINANCIAL PLANNER™
University of Florida, B.S., Finance; Loyola Marymount University, MBA
Before joining EP Wealth Advisors, Sandra was part of the Caves & Associates team since 2004. While at Caves & Associates, Sandra’s responsibilities included mutual fund research, portfolio and financial analysis, supervising analyst work on portfolio monitoring, rebalancing and performance reporting. Previously, she held analytical and management positions with Prudential Investments, handling corporate and union pension funds, foundations, and endowments for 11 years. She also served high-net-worth individuals at a Century City investment counseling firm for three years. Sandra and her husband Neil share their home with a ferocious Westie rescue named Marlo. As recent empty nesters, they enjoy the casual beach life, dining in town, and socializing with friends. Sandra also enjoys family trips to Yosemite, Palm Desert, Hawaii, and New York.