Sandra Senft is a registered investment advisor at Altitude Financial Planning, based in Big Bear Lake, CA, with 16 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Altitude Financial Planning does not manage investments or charge fees based on the value of your portfolio. They provide advice for a fee.
Location
Big Bear Lake, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandra works as an Enrolled Agent, providing tax preparation and accounting consulting services through Altitude Financial Planning. She spends about a quarter of her time on these activities.
Employment History
Current Registrations
Altitude Financial Planning
State Registrations1 state
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