Sandos Financial, Inc.

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Introduction: I have over 16 years of experience helping individuals design their Retirement Income and Legacy plan for their loved ones or favorite Charity. I focus on managing investments, charitable giving strategies and assisting clients in developing customized Retirement Income and Legacy Financial Plans that structure financial assets such as Roth, IRA's, 401k rollovers, Annuities & Life Insurance to be tax efficient and meet Retirement goals. I enjoy working closely with my clients to help them achieve their financial goals.

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1 employee

8 years in business

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License Type: Insurance Agent (UT)

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What education and/or training do you have that relates to your work?
I have been in the financial services industry for 16 years. I currently hold a Series 7, Series 66, Series 6 & 63. I am also Insurance Licensed in the State of Utah as such The State Insurance Dept also requires 24 hrs of continuing education every 2 years.
What types of customers have you worked with?
Investment Advisory, Wealth Management, Retirement Income and Legacy Planning.

Sandos Financial, Inc.

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