Our Team

SANDRA WALES, MBA, CMA, CFP®

Sandra is President of Wales Investments Inc., the firm under her leadership specializes in retirement planning and investments services to individuals, Corporations, business owners and retirees. She is integrally involved with the investments management and corporate pension design. Sandra has over two decades of experience as a business and finance executive with fortune 500 companies such as Silicon graphics and Gap Inc. as well as a background in Venture Capital. She has worked in the securities industry for Sun American Securities and private investments advisory firms. Her background in business finance working with high-level executive and business owners in both the domestic and international areas, allowed her to gain experience in employment benefits, retirement planning and financial planning.

Sandra holds an MBA from Santa Clara University and a BMus from the University of Western Ontario. She is a Certified Management Accountant and a Certified Financial Planner ™ certificant. Sandra is a licensed insurance agent in the State of California. She is also a licensed real estate associate with the State of California, as well as the State of Florida. Sandra teaches graduate courses in retirement planning and Corporate Pension Design at UCSC.

Sandra is active in the community through her pro bono activities through the Financial Planning Association where she served on the Board for four years and developed pro bono financial planning programs for troops serving overseas and foster youth programs in Santa Clara County. She also serves as Treasurer for the Steinway Society of the Bay area.

Sandra recently became Yoga certified pursuing her long time interest in spirituality and yoga. She also holds a masters in intuitive medicine following her interest in holistic medicine.