With over 30 years of experience in wealth management, Sandra has helped clients pursue their financial goals through expert guidance and comprehensive planning. She holds a bachelor’s degree in business administration from Roger Williams University, along with the Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary® (AIF®) designations. Sandra is also registered with FINRA and holds multiple state life insurance licenses.
“We’re excited to welcome Sandra Rose to Sikorsky Credit Union. Her wealth of experience in financial planning and investment management will provide great value to our members as they work toward their financial goals.” — Benjamin Citrin, Chief Financial Officer, Sikorsky Credit Union
Sandra specializes in comprehensive financial planning, investment management, retirement planning, insurance planning, risk mitigation, and estate planning. She is passionate about helping members navigate complex financial decisions and develop strategies that support long-term financial health. Outside of her professional life, Sandra is a resident of New Canaan, CT, where she raised her son. As passionate tennis player, Sandra also volunteers with the Junior League of Stamford-Norwalk, giving back to the community she calls home.
To schedule an appointment with Sandra or to learn more about the wealth management services available to Sikorsky Credit Union members, please contact her directly or visit our website:
Contact:
Sandra Rose
Phone: 203-856-1241
Email: [email protected]