Sandra Conners, CPA, CFP®
Wealth Advisor
Sandra Conners is a wealth advisor at Mariner Wealth Advisors, where she works with senior wealth advisors to create financial plans for clients. She assists in managing the day-to-day needs of clients, and she develops financial plans, asset allocations and insurance reviews.
Prior to joining Mariner, Sandra was a wealth strategy associate at UBS, where she was responsible for financial planning for high-net-worth individuals. Before working at UBS, Sandra spent 20 years as a Certified Public Accountant, specializing in accounting and tax for individuals and small businesses.
Sandra has a bachelor’s degree in accounting from Fordham University and received her financial planning certification from UCLA. She is a Certified Public Accountant and a Certified Financial Planner. She is registered with the Financial Industry Regulatory Authority (FINRA) with the Series 7, and she maintains the Life and Health Insurance license. She is also a member of the Financial Planning Association.