Sandra Taylor, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

+1 305-774-4873

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2000-present

Education

  • MBA, Global Management, University of Phoenix
  • BA, International Relations and Economics, Michigan State University

Personal interests and affiliations

  • Junior League of Miami, Member since 2002
  • Girls Advocacy Project (GAP) Volunteer
  • Financial Expert for 'Daily Business Review', 'Ladies Home Journal', 'Street.com' & Frugalista Blog.
  • Performing Live Economic Interviews with 'Morning News', 'Voice of America' and 'Morning Mix'

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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