Chandra Miranda, CFP®
Wealth Management Associate
CERTIFIED FINANCIAL PLANNER
In her role as Wealth Management Associate, Chandra is thrilled to make a difference in the financial lives of her clients and the future they are working toward. As a CFP®, she brings valuable planning insight to each relationship. In terms of the service she provides, Chandra has also developed a number of efficient processes to ensure her clients' experiences exceed expectations.
Chandra holds her Series 7 and 66 securities licenses and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University, Sacramento. Chandra enjoys spending time with her husband, Anthony, and their young daughter, Alaina, as well as scrapbooking and backpacking.
Client Service Associate
Erika has worked in financial services for nearly a decade through many market cycles. She has helped clients through all of those ups and downs- providing understanding and exceptional service. Having experienced life growing up with a single parent, Erika knows firsthand the importance of making good financial decisions for herself and her family. She is eager to help others who walk in those shoes.
A graduate of California State University, Sacramento, Erika earned her B.S. in business and minored in economics. She holds her Series 7 and 66 securities licenses and California state life insurance licenses. Outside of work, Erika and her favorite Air Force veteran, her husband, Anthony, enjoy family life with their two children, Brodie and Harley.p>