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Sandra McPeak
Financial Advisor
Email Address
sandra.mcpeak@wellsfargoadvisors.comPhone Number
(310) 971-1344Toll Free
(800) 541-4377Sandra works with clients to help manage wealth through personalized investment planning services including: - tax efficient investment planning and wealth transfer strategies - financial risk and liability management - retirement goals - insurance reviews - pension and Social Security claiming options - trust management services - financial awareness in younger family members Sandra earned a Certified Investment Management Analyst (CIMA®) designation, taught in conjunction with The Wharton School, University of Pennsylvania. She is a Managing Director – Investments, and a Senior PIM Portfolio Manager. Sandra has been recognized by Wells Fargo Advisors as a Platinum Council (previously known as Premier Advisor) every year from 2012 through 2024. With over two decades of experience, Sandra has been interviewed about a wide range of financial topics for articles appearing in US News and World Report, Reuters, The Wall Street Journal, and other media sources. She was selected as one of "Forbes Top Women Wealth Advisors" for 2020, 2021, and 2025, and one of "Forbes Best-in-State Wealth Advisors" for 2021 - 2025.
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