Alexandra Sandberg
Wealth Counselor @Osborne Partners Capital Management, Llc
Signup · Get unlimited contacts
WORK HISTORY
Wealth Counselor @Osborne Partners Capital Management, Llc
San Francisco, CA, US
EDUCATION
University of California, Davis
Bachelor's degree, Business/Managerial Economics
University of California, Davis
BA, Economics
SKILLS
ABOUT ALEXANDRA SANDBERG
Throughout my career, I’ve had the pleasure of working with individuals and families to help them navigate their financial journeys from their working years through retirement. I currently work with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, and income tax and estate tax considerations. I am passionate about educating and assisting my clients in financial planning and investment management. I specialize in providing results-focused financial plans designed to enable my clients to pursue long-term financial health.Outside of the office, you’ll find me traveling with my family or running around with my two young kids in beautiful Marin County, California.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.