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Sandy Wealth Management


Richard Sandy

Richard Sandy is the President of Sandy Wealth Management, Inc. and an independent financial advisor with Cetera Financial Services. He holds securities licenses 6 and 65 as well as 2-15 insurance licenses. He has more than 17 years of experience in the financial services industry and more than 19 years in tax and accounting. With a special emphasis on retirement planning, he has assisted many business owners in developing retirement plan benefits within their companies and has assisted individual clients in structuring a comprehensive retirement investment strategy.

Richard is not only a financial advisor, but also a practicing accountant. He can support his clients’ accounting and tax needs through Abacus Accounting & Tax Service, Inc., while integrating that knowledge when assisting his business and individual clients with their investment planning. As a result, he brings a unique perspective to working with his financial services clients.

Outside of the office, Richard enjoys reading, playing guitar, sailing, kayaking, and bike riding.