Sandra Jones, Cfp®

Sandra Jones, Cfp® Email and Phone Number

Financial Planner at Arrivity Financial Planning @ Arrivity Financial Planning
Sandra Jones, Cfp®'s Location
Seattle, Washington, United States, United States
Sandra Jones, Cfp®'s Contact Details

Sandra Jones, Cfp® personal email

About Sandra Jones, Cfp®

Arrivity is a financial planning company that transforms lives.You’ve got a life to lead – places to go, things to do, and dreams to fulfill. You already know that money isn’t the meaning of life. It’s the means to make life happen. Your personal financial plan is a roadmap that helps you live the life you want.A financial plan that works for you doesn’t come from an app or a workbook. And it shouldn’t depend on how much money you already have. It starts with you, your life, and your plans. At Arrivity Financial Planning we help you navigate the road ahead with confidence.

Sandra Jones, Cfp®'s Current Company Details
Arrivity Financial Planning

Arrivity Financial Planning

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Financial Planner at Arrivity Financial Planning
Sandra Jones, Cfp® Work Experience Details
  • Arrivity Financial Planning
    Financial Planner
    Arrivity Financial Planning May 2019 - Present
    Greater Seattle Area
    Arrivity Financial Planning is an independent team of financial planning professionals and advisors serving clients throughout the U.S. The firm provides tailored advice based on client goals, life stage, and individual circumstances regardless of wealth or asset size. Arrivity acts as a fiduciary, guiding clients on their personal financial journeys from early career through retirement.
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  • Perkins Coie Trust Company Llc
    Senior Investment Officer
    Perkins Coie Trust Company Llc Oct 2010 - Apr 2019
    Seattle, Wa
    Responsible for managing investment portfolios for individuals, trusts and endowments. Working closely with tax and legal advisers, constructed portfolios tailored to each client's objectives. Led the team's equity strategy, performed research and evaluated managers in the security review and selection process.
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  • Bny Mellon
    Portfolio Manager
    Bny Mellon 2001 - 2006
    Seattle, Wa
    Managed investment portfolios of high net wealth individuals, multiple family trusts and endowments. Implemented asset allocation and investment strategies tailored to client objectives in collaboration with clients' advisors.
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  • The Trust Company Of Washington (Acquired By Bny Mellon)
    Director Of Investment Services
    The Trust Company Of Washington (Acquired By Bny Mellon) 2000 - 2001
    Seattle, Wa
    Managed assets for individuals, trusts and not-for-profit clients. Highly Involved in the development and implementation of investment strategy. Assisted with business development.
  • Bank Of America
    Portfolio Manager
    Bank Of America 1994 - 1999
    Seattle, Wa
    Managed investment portfolios for private clients, trusts and non-profits. Evaluated equities and participated in investment strategy process.
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Sandra Jones, Cfp® Education Details

Frequently Asked Questions about Sandra Jones, Cfp®

What company does Sandra Jones, Cfp® work for?

Sandra Jones, Cfp® works for Arrivity Financial Planning

What is Sandra Jones, Cfp®'s role at the current company?

Sandra Jones, Cfp®'s current role is Financial Planner at Arrivity Financial Planning.

What is Sandra Jones, Cfp®'s email address?

Sandra Jones, Cfp®'s email address is sa****@****ing.com

What schools did Sandra Jones, Cfp® attend?

Sandra Jones, Cfp® attended University Of Washington.

What are some of Sandra Jones, Cfp®'s interests?

Sandra Jones, Cfp® has interest in Skiing, Nutrition And Wellness, Biking, Running, Golf.

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