Sandria Calio (CRD# 1719784) is an Investment Advisor Representative working at Providence Financial Services, LLC in Rocky River, OH and has 1 year of experience in the finance industry. Sandria Calio 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.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Providence Financial Services LLC | Rocky River, OH | Aug 2020 - Current | 3 |
| Providence Financial Services LLC | Rocky River, OH | Sep 1997 - Current | 26 |
| Providence Wealth Partners LLC | Rocky River, OH | Jul 2017 - Jul 2020 | 3 |
- OH
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$258,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, TX
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