Sandra A. Gontero

EPOCH WEALTH MANAGEMENT

Chagrin Falls, OH

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CRD#: 6630488

Professional summary

Sandra Anne Gontero, CFP®, who also goes by Sandra Anne Castrigano, Sandra Gontero Hargear, is a registered financial advisor currently at EPOCH WEALTH MANAGEMENT located in Chagrin Falls, Ohio.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Sandra has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra Anne Castrigano | Sandra Gontero Hargear

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Anne Gontero's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

May 2, 2016 - Present

EPOCH WEALTH MANAGEMENT

RIA

CRD#: 283359

Chagrin Falls, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/2/2016)

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Exams

Current Firm

EPOCH WEALTH MANAGEMENT

EPOCH WEALTH MANAGEMENT | EPOCH WEALTH MANAGEMENT L.L.C.

CRD#: 283359 / SEC#:

Ohio

Registered Investment Advisory firm - (5/2/2016 Approved)

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Contact information

Main Address

Chagrin Falls, OH

Mailing Address

Phone number

(440) 600-2897

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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