Chelsea Financial Services

Meet Sandy Keir

CERTIFIED FINANCIAL PLANNER™ | Financial Advisor | Chartered Retirement Planning Counselor Designation


Sandra Keir Photo, Financial Advisor and Certified Financial Planner

SANDRA KEIR, CFP®, CRC, 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 earned the CERTIFIED FINANCIAL PLANNER™ designation in 1989 and Chartered Retirement Planning Counselor designation in 2009.
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™, Chartered Retirement Planning Counselor Designation

Area(s) Served:  Sarasota, Tampa Bay, St. Petersburg | Florida

Securities Licenses:  Series 7, 63, 65

Licensed to sell securities in:  Florida

Insurance:  Life, Annuities | Medicare Specialist

Licensed to sell insurance in:  FL, MS, LA, MN, NC, TN, TX

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