Sandra comes to 4J Wealth Management with over 15 years of diversified experience within the wealth management industry working with high-net-worth professionals and retirees. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Sandra works diligently to develop holistic, comprehensive planning strategies to meet the financial needs of our clients.
Originally from San Antonio, TX, Sandra graduated from St. Mary’s University and went on to pursue her MBA from the University of the Incarnate Word. In 2014, she earned her Certificate of Financial Planning from Georgetown University, followed by successful completion of the CFP® examination. In 2021, she earned the Certified Tax Specialist (CTS™) designation granted by the Institute of Business and Finance.
Sandra lives with her husband and son in Vienna, VA. She enjoys spending time with her family and friends attending concerts, travelling, and supporting her son in Boy Scouts.