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At a glance
- Discipline
- Financial Planner
- Designations
- CFP®
- Firm
- Avior Wealth Management
- Located
- Santa Rosa
Sandy Loewen
Financial Planner
Avior Wealth Management — Santa Rosa
Practice
Montgomery Taylor Wealth Management became Avior Wealth Management, effective July 1, 2022. We continue to offer wealth management, tax planning and preparation, and financial planning services with the goal of creating clarity and confidence for our clients. I’ve been with the firm since 2009 and worn many hats over the years; I earned my CFP marks in December of 2018 and have worked as an advisor since that time.
Areas of work
- Developing plans to conserve assets during lifetime and at death
- Preparing fiduciary income tax returns
- Retirement distribution planning
- Preparing comprehensive financial plans
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.