Sandra Laskowski

Sandra specializes in advising high-net-worth individuals, multi-generational families, and business owners, helping them achieve financial success while fulfilling charitable and legacy goals. She holds a BS in Business Administration-Finance from California State University Northridge and the CERTIFIED FINANCIAL PLANNER™ certification. She has over 25 years of experience, including wealth management roles with US Trust/Bank of America and Fidelity Investments, plus trading on an Institutional Trading Desk. Sandra’s expertise spans financial planning, investment strategy creation, and tax and estate planning, allowing her to provide tailored solutions for her clients. Outside work, Sandra is active in philanthropy through the Denver Foundation, promotes financial literacy with the Financial Planning Association, and empowers women investors with the InvestHers group at Mercer Advisors. She also enjoys skiing and attending Broadway shows.