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    Cfp® Sandra Reck

    CERTIFIED FINANCIAL PLANNER™ & Financial Advisor at Morgan Stanley

    Sandra Reck, CFP®, is a seasoned financial professional with a strong background in wealth management and financial advising.

    She specializes in working with professionals, business owners, and executives to help them grow and preserve their net worth.

    Sandra's approach to wealth management involves an integrated and customized meeting process that leverages her expertise in taxation, financial advising, and financial modeling.

    She believes in tailoring individualized plans for clients to guide their investment decisions, rather than letting investments dictate the plan.

    Sandra aims to understand her clients' needs thoroughly to create strategies that not only meet immediate goals but also leave a lasting legacy for loved ones or charities.

    With a focus on constant monitoring and strategic investment choices, she is committed to helping clients maximize their investment returns.

    Sandra Reck holds a Bachelor of Applied Arts in Business Finance from San Diego State University and has pursued further education in Finance, Taxation, and Financial Planning.

    In her free time, Sandra enjoys the beach, quality time with family and friends, watching sunsets over San Diego Bay, and running up the Top Gun hill to Balboa Park.

    Cfp® Sandra Reck
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    Location

    San Diego County, California, United States