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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • Jun 2008 - Present

      Founder of CONFIANCE, LLC, Financial & Investment Advisors. I launched CONFIANCE, LLC in June 2008 after a 16 year tenure with The Financial Strategies Group, Inc., a financial firm that I co-founded and managed. My firm offers clients investment advice and financial planning services, but more importantly a professional partnership that centers on the belief that trust is the basis of any true relationship. The firm name, CONFIANCE is the French word for trust. My clients include professionals, entrepreneurs, entertainers, and individuals living around the country and traveling abroad. As a Certified Financial Planner™ Practitioner I have over 20 years experience in the financial services profession. Show less

    • United States
    • Financial Services
    • 100 - 200 Employee
    • FPA PAC 2018 Chair
      • Jan 2018 - Present

    • FPA 2017 Chair
      • Jan 2017 - Dec 2017

    • FPA 2016 President
      • Jan 2016 - Dec 2016

    • FPA 2015 President-Elect
      • Jan 2015 - Dec 2015

      PRESS RELEASE: August 19, 2014DENVER - The Financial Planning Association® (FPA®) announced that the Board of Directors has elected Pamela Sandy, CFP® as the 2015 FPA President-Elect for a one-year term. Sandy’s term will begin on January 1, 2015, succeeding incoming 2015 FPA President Edward W. Gjertsen II, CFP®.

    • Member Board of Directors
      • Jan 2012 - Dec 2014

      The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.

    • Co-founder, Managing Principal
      • Mar 1992 - Jun 2008

Education

  • College for Financial Planning
    Accredited Domestic Partnership Advisor, Financial Planning and Services
    2013 - 2013
  • College for Financial Planning
    CFP, Certified Financial Planner
    1995 - 1997

Community

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