Sandra Gordon (Reck), Cfp® Email & Phone Number

California, United States

La Jolla - Utc

- I focus on working with professionals, business owners and C-suite executives to help grow and preserve their personal net worth.- I employ both tactical investment models with constant advisory services, as well as traditional commission based accounts. Disclosures: ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. CA Insurance Licence#: 0147808The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. For more information on the designation(s), go to https://www.morganstanleyfa.com/sandra.reck/NMLS#: 1290595

Carlsbad, California

- I exclusively ran the Edward Jones office in Carlsbad, CA off Poinsettia Ave. near Carlsbad State Beach. Prior to Carlsbad, I was a Headquarters Financial Advisor managing multiple branches across the USA.- I focused on helping clients identify what their goals for retirement and educational expenses were, while including a focused strategy to tackle their generational and legacy planning needs. Once our goals were identified as a team, we would strategically implement tailored solutions to make sure these plans are achievable not only for the short term, but for years to come!

La Jolla, Ca

-Portfolio construction via Morningstar and Reuters systems-Client retention for Senior Vice President

Greater San Diego Area, United States

-Managed the day-to-day budget of a large non-profit chapter of Alpha Phi-Collected rents, dues, and fines from 200 chapter members-Decreased opperating expenses by 15% year over year

Greater San Diego Area

-Tax Accountant specializing in single and double state personal tax returns for higher net worth client base local to San Diego County

Executive Financial Planner Advanced Certificate, Finance

This CFP Board-registered certificate program is a step in achieving the CERTIFIED FINANCIAL PLANNER™ certification. Upon successful.

Bachelor Of Applied Sciences, Business Finance

Activities and Societies: Gamma Alpha of Alpha Phi Fraternity, Alpha Phi Director of Finance, Rho Lamda Honors Society, Panhellenic.