Sandra Field (CFP®, MBA)

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

  • AUM
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Sandra C. Field, MBA, CFP Sandra Field is a Certified Financial Planner and has been an active professional in the financial services industry for over 34 years. She is consistently  named as one of nation’s leading wealth mangers by Bloomberg “Wealth Manager” and Financial Planner magazines. She specializes in pre and post retirement issues including investing, lump sum rollovers, financial planning and retirement plan distributions. Sandra is a 20 year member of the Financial Planning Association. Well respected in the industry, she is a featured financial advisor for the LA Times "Money Makeovers" as well as for the "One On One" column in the Orange County Register Newspaper. In addition, Sandra served on the Mutual Fund Panel of Experts for the Orange County Register. She is also an active member of the community, serving as past President of the Seal Beach Chamber of Commerce, past Vice President of Finance on the Board of Directors for the American Cancer Society, and past Business Advisor to the City of Seal Beach. Last but not least, she is a featured speaker at many public and private functions such as AAII (American Association of Individual Investors), California State University of Long Beach, WISE, Financial Planning Association, EWGA and USC.

Additional Information

A Southern California native, Sandra graduated from California State University Long Beach with a Bachelor of Science in Finance and from University of Southern California (USC) with a Masters in Business Administration. Whether she is assisting clients to reach their retirement goals or working with clients on budgeting and cash flow to reduce debt, education is at the core of Sandra's philosophy. She emphasizes the importance of developing a relationship with and educating clients, placing the utmost importance on helping them reach their goals, whatever they may be.

NAPFA Start Date

September 05, 2003


This Office

10833 Valley View St Ste 470 Cypress, CA 90630-5062 Phone: +1 (714) 827-5794 Fax: (714) 995-4992