Sandy Loewen (Koppen)

CFP, Wealth Advisor

Sandy's Bio

Before joining our firm, Sandy Loewen (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 achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2018. 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.

Talk with Sandy

Address:

2880 Cleveland Avenue, Suite 2 Santa Rosa, CA 95403
Telephone:

707-576-8700
Social:

The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Investment Advisory Services offered through Montgomery Taylor Wealth Management, a Registered Investment Adviser.