Confiance, Financial & Investment Advisors
Confiance, Financial & Investment Advisors (CRD# 147697) is a financial advisory firm headquartered in Cleveland, OH. They manage $17,650,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$141,200
- 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
Pamela Sandy (CRD# 2173923) is an Investment Advisor Representative working at Confiance, Financial & Investment Advisors in Cleveland, OH and has over 24 years of experience in the finance industry. Pamela Sandy 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.