1. Wealthminder
  2. Chagrin Falls, OH
Sandra Gontero, financial advisor Chagrin Falls OH

Sandra Gontero

CRD Number: 6630488
Current Firm: Epoch Wealth Management

Sandra Gontero (CRD# 6630488) is an Investment Advisor Representative working at Epoch Wealth Management in Chagrin Falls, OH and has 1 year of experience in the finance industry. Sandra Gontero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Epoch Wealth Management, LLC Chagrin Falls, OH Jan 2016 - Current 8
Gontero & Company Chagrin Falls, OH Aug 2014 - Dec 2015 1
Retired Chagrin Falls, OH Jun 2013 - Jul 2014 1

Sandra Gontero has no recent exams reported.
Contact Info for Sandra A. Gontero
Phone Number: 440-600-2897
Registered State(s):
  • OH
Current Firm Details
Epoch Wealth Management
Firm's CRD Number: 283359
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

OH

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