Before joining our firm, Sandy Koppen devoted most of her energy to raising her two daughters and volunteering with a variety of organizations ranging from Girl Scouts to Habitat for Humanity.
Sandy is originally from Minnesota and has lived in California since 1990. Sandy has a Bachelor’s degree from the University of Minnesota-Twin Cities as well as an Account Clerk certificate from Santa Rosa Junior College. Sandy is a CTEC (California Tax Education Council) certified tax preparer and is currently working toward her CERTIFIED FINANCIAL PLANNER™ designation. She is also an investment advisor representative with our firm.
Sandy finds satisfaction in helping clients better understand their financial picture in an effort to help them make good decisions for their future. During her free time, Sandy enjoys singing, reading, gardening, and taking weekend RV camping trips.