Broker Check
Sandy Magid, CPA, PFS, AEP

Sandy Magid, CPA, PFS, AEP

Founder

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