Sandi Sperry, CFP®
Wealth Manager at Sapient Private Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Eugene, Oregon, United States, US
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Credentials
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Certified Financial Planner (CFP)
CFP BoardDec, 2021- Sep, 2024
Experience
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Sapient Private Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Aug 2016 - Present
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Operations Manager
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Sep 2010 - Aug 2016
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Morgan Stanley Smith Barney
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United States
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Group Administrator
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May 2005 - Sep 2010
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State Farm Insurance
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700 & Above Employee
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Supervisor
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Jun 1993 - Apr 2005
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Education
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Bryant University
Financial Planning Certificate, Financial Planning and Services -
Oregon State University
BS, Business Administration (Accounting & Finance)
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