Knowledge Powered by experience

Chandra Miranda, CFP®

Wealth Management Associate

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.

Registered States: