Sandra Levitsky, CFP®
Paraplanner
Sandra is InVestra Financial’s Paraplanner. Her addition to the team demonstrates our commitment to providing industry’s best capabilities to our Wealth Management practice.
She joins our team with industry experience both as an advisor and now in a support role for InVestra Financial clients. She is committed to providing high quality relationship building through our financial planning approach working in conjunction with Wealth Managers here at InVestra. Her primary responsibility will be to aid and maintain the existing relationship we have built and work with our team in the Financial Planning Department. This will involve calls to collect data from our Financial Planning clients, all executed in close partnership with Wealth Advisor, Erin Eiras, and the team of Relationship Managers here at InVestra. This close communication is vital to ensure we address and establish a successful roadmap to your financial future.
Bringing Sandra on board allows for a deeper client involvement and depth of skill. We desire for every InVestra Financial Advocate the ability to be provided with a financial plan. She has been in the business for almost 30 years both as an advisor and client service associate. We are fortunate for her experience in the industry, including an educational background in Accounting and Economics from Wilkes University and Bachelor of Science from Penn State University. Sandra holds her CFP® designation and will use that credential to answer questions along the way while focusing her daily efforts supporting Wealth Advisor, Erin Eiras in creating and preparation of plans.
On the personal side, Sandra in her time away from the office, enjoys being outdoors, traveling, cooking, and sharing time with her family and friends. She is also passionate about animals, volunteers at animal shelters and even went on to obtain a certification as an ABC Certified Dog Trainer.
Contact Us for more about our Financial Planning Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more about asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-855-880-7878.
Sandra Levitsky CFP®
Paraplanner
Sandra Levitsky, CFP
Paraplanner
Sandra Levitsky, Paraplanner
Sandra is committed to providing high-quality client service through developing trust and deeper relationships necessary to assist Erin and her clients establish a roadmap to financial success. Throughout the last 30 years, Sandra has been in the finance business both as an advisor and paraplanner for advisors. In her capacity with InVestra, she will be handling the daily client interactions with our Financial Planning practice as a support arm for Wealth Advisor, Erin Eiras.
Sandra brings a myriad of experience in the financial services industry, including an educational background in Accounting and Economics from Wilkes University and Bachelor of Science in Electrical Engineering from Penn State University. In addition, Sandra has obtained various financial designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Mutual Fund Counselor (CMFC®). To further delve into her passions of motivating, engaging, and empowering young people to learn financial literacy, Sandra is currently obtaining her Certified Financial Education Instructor (CFEI®).
Sandra lives in eastern Pennsylvania and enjoys the outdoors, traveling, cooking, and sharing precious time with family and friends. She is passionate about animals and has not only volunteered at animal shelters but has also obtained an ABC Certified Dog Trainer certification.
Contact Us to find out more about our Financial Planning Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-855-880-7878.
