Jarrod Sandra (CFP®, CPFA, MS)

Jarrod Sandra focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Additional Information

Jarrod has been in the industry since 2008 working in financial planning, investment management, and 401k plan management. He has worked for small advisory firms and as well as a Vice President of Fidelity Investments overseeing roughly $8 billion in assets. He has a Masters of Science in Personal Financial Planning from Texas Tech and a Bachelors of Business Administration in Finance from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ and has obtained the Certified Plan Fiduciary Advisor and Qualified 401(k) Administrator designations. Outside of work, he enjoys spending time with his family, cycling, and serving with his church.