Sandy  Alexander

Sandy Alexander

Operations

Sandy is the most recent member of the Planned Asset Management team, having begun her position in March of 2024. Over the course of her 30-year career in the financial industry, Sandy has accumulated a wealth of knowledge regarding operations in the financial industry.

She has successfully passed the FINRA Series 7, 66 and 63 in the late 1990’s, Sandy has had numerous opportunities to enhance her industry expertise. She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. Among some of her responsibilities will be establishing new accounts, assisting clients with their requests, and maintaining various reports for our office.  

As native of Thousand Oaks, she graduated from Thousand Oaks High School and obtained as Associates of Arts degree from Moorpark College. Outside of work, Sandy finds enjoyment hiking and cooking for her two children.