The Team

Sande Financial Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

James Sande

James Sande

Financial Advisor

More about me...

Top Areas of Focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management

Education

University of Colorado Boulder, B.A. Economics
CA Insurance #0K41757

VISIT MY WEBSITE

Jacob Ritter

Jacob Ritter

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Education

Bachelor of Business Administration from the University of Nevada, Reno (2001 - 2005)

VISIT MY WEBSITE

Terrence K Lapan

Terrence K Lapan

Financial Advisor

More about me...

Designations

AAMS®, CLTC®

Top Areas of Focus

  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies

Education

Bachelor of Science, Economics in Business, Northeastern University, Boston, MA
CA Insurance #0D74662

VISIT MY WEBSITE