Investments & Wealth Institute
Sandra Garcia, CPA, currently serves as the Chief Financial Officer at Investments & Wealth Institute, a role commenced in April 2024. Prior to this position, Sandra held similar CFO roles at the Financial Planning Association from November 2020 to March 2024 and at the Denver Museum of Nature & Science, overseeing comprehensive financial management from September 2006 to December 2011. Additional experience includes positions as Controller at FloWater and OceansideTen Management, where Sandra managed financial functions for multiple companies and implemented ERP systems. Sandra's early career included a Worldwide Corporate Controller role at Tempo Financial Holdings Corp, and a managerial position at UNAVCO, Inc., after starting as an Experienced Manager at Arthur Andersen LLP. Sandra obtained a Bachelor's Degree in Accounting and Information Systems from the University of Colorado Boulder.
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Investments & Wealth Institute
The Investments & Wealth Institute is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute is the premier source for wealth, investment, and retirement advising news, podcasts, CE events, certifications, andmore. The Institute’s professional designations and educational programs help advisors deliver on that value every day.