Sandra Beeghely
PARAPLANNER
PARAPLANNER
As a paraplanner and client services associate, Sandra Beeghley assists in developing financial plans and investment strategies to help clients achieve their financial goals. She holds Series 7, 6, and 63 FINRA licenses and provides licensed support to all advisors at New Aspect.\
Prior to joining New Aspect, Sandra spent 12 years at Living Benefits, Inc., as a paraplanner and client services associate, and 13 years at BISYS Fund Services as a marketing and distribution specialist for bank-managed mutual fund companies. While her extensive client relationship and project management skills are fundamental in her ability to provide the highest level of personal service to all clients, it is her passion for financial planning and education that allows her to positively impact and deepen client relationships.
Sandra was born and raised in Salt Lake City, Utah. After high school, she moved to Arizona and studied liberal arts at Scottsdale Junior College. She began her career in the investment services industry in 1991 while living in New York City. Sandra currently resides in San Diego with her husband and two children. In her spare time, she enjoys yoga, hiking, pickleball, and spending time with family and friends.
P: 707 346 7601
F: 415 276 3039
1500 Grant Ave,
Suite #314
Novato, CA 94945
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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