Sandra founded Bromfield Financial in 1986. She holds both Certified
Financial Planner ()
and Chartered Financial Consultant (ChFC) designations, a B.A. degree
in English and an M.A. degree with a concentration in Human Resource
Development. She is a member of the CFA Institute, Boston Security
Analysts Society (BSAS), and Boston Estate Planning Council (BEPC).
Sandra frequently speaks on topics such as investing, retirement
planning, estate planning, and the financial aspects of divorce.
In addition, she has taught courses in the Boston University Diploma
Program for Financial Planners and at various colleges and adult
education programs throughout New England.
Prior to working in the financial planning and investment advisory
arena, Sandra was President of Schema, an educational consulting
firm, where she developed a decision-making counseling model that
has been utilized effectively in implementing change programs within
industry, public school systems, and government agencies. She now
uses this model to assist clients throughout the financial planning