Bank of America Private Client Advisor Sandra Saner

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Sandra Saner is a Private Client Advisor with Bank of America, located in Boston, Massachusetts. She offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Accredited Estate Planner (AEP), Chartered Alternative Investment Analyst (CAIA), and Certified Trust and Fiduciary Advisor (CTFA), Sandra provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their objectives.

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