sandra leon
financial advisor
About
INVESTMENT PRODUCTS AND SERVICES: Mutual Funds Stocks Municipal and Government Bonds Free-Based Financial Planning RETIREMENT AND EDUCATION PLANNING: 403(b) TSA Plans 403 (7) custodial account 547 (b) EDC Plans 401 (a) plans 401 (k) plans IRA's ( Traditional, Roth, Simple and SEP) Pension Profit Sharing Plans 529 Plans and Education Plans RISK MANAGEMENT: Annuities Life Insurance Business Planning
united states
tucson
financial services
social services, child welfare, foster care, case managment, crisis intervention, program development, community outreach, mental health, group therapy, non profits, program evaluation, grant writing, community organizing, motivational interviewing, volunteer management, adolescents, youth development, grants, family therapy, fundraising, research, community development, nonprofits, workshop facilitation, psychotherapy, case management, non profit administration, policy
Experience
social worker
casey family programs
guest conference speaker
mujeres con pasion
committee member
dia-v tucson v-day tucson
case manager
kare family center
crisis advocate
southern arizona center against sexual assault
Was a volunteer then was employed for a year then decided I liked volunteering and seeked other opportunities stayed as a volunteer.
financial advisor
owner financial services firm
Provide services in Investment Products and Services, Retirement and Education Planning, and Risk Management.
Education
arizona state university
university of arizona
psychology
san diego state university
sandra leon's Contact Information
Phone
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