Meet Sandy Keir
CERTIFIED FINANCIAL PLANNER® | Financial Advisor | Chartered Retirement Planning Counselor Designation
Sarasota | Tampa Bay Area | St. Petersburg | Bradenton | FLORIDA
SANDRA KEIR, CFP®, CRPC, Financial Planner and Financial Advisor. Sandy has over 25 years of experience in the financial services industry and has worked at such well-known companies as Merrill Lynch, Lincoln National Life and Prudential Financial. Sandy is passionate about supporting women’s financial independence and empowerment. Whether her clients are navigating divorce, widowhood, career transitions or retirement, Sandy provides a safe and supportive space for women to discuss their financial concerns. She takes time to truly understand her client’s needs and crafts solutions that align with their unique goals, preferences and tolerance for risk.
Sandy specializes in working with women business owners and professionals who are starting to think seriously about retirement and who wonder “Have I saved enough to retire?” and “How much income will I need?”
Contact Sandy via our Contact Form
Certification(s): CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor Designation
Area(s) Served: Sarasota, Bradenton, Tampa Bay, St. Petersburg | Florida
Securities Licenses: Series 7, 63, 65
Licensed to sell securities in: Florida, Pennsylvania, New Jersey, California, Texas and Vermont
Insurance: Life, Annuities | Medicare Specialist
Licensed to sell insurance in: FL, TX, PA, NJ, CA and KY