Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Consulting on potential benefits and risks of IRA rollovers
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Family Finances

Awards & recognition

  • Jason D Sands, Ameriprise Client Experience Award, 2020, 2023
  • Robert Kay, Ameriprise Client Experience Award, 2022, 2023
  • Sands, Kay & Associates, Ameriprise Client Experience Award, 2025

Community participation

Jason continually gives back to his community and has served on various boards including serving as the president of the Los Angeles Boys and Girls Club. He currently Chairs the Park Players Association, an organization that raises money for Newbury Park High School Football.

Robert is an active Father and volunteers as a head coach for his son's football squad and also volunteers his time on the soccer field for his games.

“Honored to receive recognition”

All of us at Sands, Kay & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Sands, Kay & Associates team and the great experience we work so hard to provide for our clients every day.

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