Sandra Wehner Email & Phone Number
Corporate Vice President, Financial Advisor @ Sage Rutty & Co., Inc
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Sandra Wehner Location
- Rochester, NY, US
Sandra Wehner Work
- 1991 - now Corporate Vice President, Financial Advisor @
- 1980 - 1991 Asst Vice-President @ Chase Lincoln First Bank
Sandra Wehner Education
- College for Financial Planning
CFP® (Financial Planning)
2004 - 2007
Sandra Wehner Skills
- Retirement Planning
- Strategic Financial Planning
- Microsoft Word
- Microsoft Office
- Series 7
- Investment Advisory
- Retirement
- Series 63
- Estate Planning
- Mutual Funds
- Securities
- Portfolio Management
- Financial Advisory
- Investments
- Wealth Management
- Insurance
- Financial Analysis
- Risk Management
- Asset Allocation
- Fixed Annuities
- 401k
- Leadership
- Investment Strategies
- Life Insurance
- Financial Goals
- Wealth
- Bonds
- IRAs
- Financial Planning
- 401(k) Retirement Savings Plans
- 401k Retirement Savings Plans
- Strategic Financial
- 401 Retirement Savings Plans
Sandra Wehner Summary
- Sandra Wehner, based in Rochester, NY, US, is currently a Corporate Vice President, Financial Advisor at Sage, Rutty & Co., Inc.. Sandra Wehner brings experience from previous roles at Chase Lincoln First Bank. Sandra Wehner holds a 2004 - 2007 CFP® in Financial Planning @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Microsoft Word, Microsoft Office, Series 7 and more. Sandra Wehner has 1 emails and 1 mobile phone numbers on RocketReach.
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