Jeff Sandene

Greetings and Welcome!

Since 1996, I've built lasting relationships with executives, business owners, and their families by listening attentively to their personal, business, and financial goals.  Implementation is delivered objectively, with integrity and diligence. I strive to help my clients grow and preserve their wealth by creating comprehensive financial plans and professional investment portfolios.

“Smarter Planning, Smarter Investing”

My core philosophies for planning and investing are heavily influenced by evidence-based investing and behavioral economics.  Decisions are based on facts, not emotions or hype, with an intense focus on risk management.  {Hot Link: Opens “Investment Process” page in a new window}

A secure financial future requires discipline, hard work, and a long-term perspective.  I’ve applied those attributes towards completing over 20 marathons, including four Boston Marathons.

Warren Buffett stated, “Investing is simple, but not easy.”  With that in mind, I’m an avid reader and lifelong learner. In addition to achieving the Certified Financial Planner® (CFP®) designation, I also earned an MBA in Finance from The University of Texas at Dallas, as well as the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College.

Originally from Minneapolis, I arrived in Dallas in 1984 and spent the first 15 years of my career in corporate finance.  Currently, I reside in Plano with my wife Sandra. My daughter, Rachel, is an Illustration major at the Savannah College of Art and Design.