Sandy began his career as an audit and tax specialist with a national CPA firm, later serving as a financial manager with an international manufacturing corporation. His background includes serving as an aide to President Gerald Ford and as a part-time college instructor.
He employs his long and diverse experience to proactively assist clients in a holistic manner on business and personal planning including goal setting, tax, retirement, estate and trust services in a variety of industries, including medical and dental professionals, biotech industry, real estate, retailers, distributors, restaurants, manufacturers, and professional service firms.
Education & Credentials
- CALIFORNIA STATE UNIVERSITY, NORTHRIDGE
Bachelor of Science - Finance and Accounting - CERTIFIED PUBLIC ACCOUNTANT
US and Virgin Islands - AICPA PERSONAL FINANCIAL SPECIALIST
- NAEPC ACCREDITED ESTATE PLANNER
- FINRA Series 7, FINRA Series 66
Affiliations & Activities
- CPA Connect Member
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- Marin County Estate Planning Council
- 2012 - present; Board of Directors
- 2017 - 2018; Board President
- Society of California Accountants, North Bay Chapter
- 2009 - 2010; Vice President, Board of Directors
- Bolinas Museum
- 1982 - 2002; founding member; former President of the Board of Directors