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Wealth Advisor / Tax Advisor / Owner

Sandy Loewen, CFP®

Sandy is a Wealth Advisor for Avior Wealth Management.

Sandy grew up in Minnesota, and after graduating from high school, she attended the University of Minnesota – Twin Cities, where she earned her B.A. in Architecture. She moved to the Bay area in 1990 and devoted most of her energy for the next 18 years to raising her two daughters and serving in a variety of volunteer positions.

Before merging with Avior Wealth Management in 2022, Sandy wore many hats and worked alongside Monty, developing financial plans, preparing tax returns, and serving as a client’s point of contact with Montgomery Taylor Wealth Management.

Sandy is a CTEC (California Tax Education Council) certified tax preparer and achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2018. Sandy finds satisfaction in helping clients better understand their financial picture in an effort to help them make good decisions for their future.

During her free time, Sandy enjoys singing, reading, gardening, and taking weekend RV camping trips.

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