Sandbox Financial Partners
Sandbox Financial Partners is an independent wealth management and financial planning firm. A "Fiduciary" to your finances, Sandbox provides a wide array of customized solutions in wealth management, estate, retirement and long term care planning, as well as Social Security maximization strategies. Sandbox also cultivates a number of strategic relationships with many leading Attorney and CPA Practices in order to provide clients comprehensive, multi-disciplined solutions to their challenges. Sandbox Financial Partners, LLC is a registered investment advisor. Please visit our website for important disclosures.
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Verified contacts
8
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
75
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- BM
Blake Millard
Director of Investments · Finance & Accounting
EmailPhone - AS
Andrew Salcetti
Partner, Chief Compliance and Operations Officer · Other
EmailPhone - BS
Brian Salcetti
&, · Other
EmailPhone - DC
Daniel Christenson
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - RG
Regan Grant
Client Service Associate · Customer/Client Service
EmailPhone - AS
Andrew Salcetti
Partner, Chief Compliance and Operations Officer · Other
EmailPhone - FB
Fred Bohlander
Founder, Managing Principal · General Business & Management
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Sandbox Financial Partners
7 distinct titles indexed · top 7 shown.
- 2partner, chief compliance and operations officer
- 1&,
- 1client service associate
- 1director of investments
- 1founder, managing principal
- 1vice president
- 1vice president, wealth advisor
Sign up to unlock all 8 contacts at Sandbox Financial Partners
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Sign up to reveal 8 verified contacts at Sandbox Financial Partners
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