Sandy Cervantes, CFP®, EA in

Sandy Cervantes, CFP®, EA

Sharpshooter · DISC type CD
FPA Virtual Extern at Financial Planning Association (FPA)
📍 Atlanta Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
FPA Virtual Extern
Job Level
Leadership
Location
Atlanta Metropolitan Area, United States
Personality Overview

How Sandy shows up

ROI Driven
Rigorous & Demanding
Precise But Practical

They respond better to strong and respectful interactions. They like to stay in control of the negotiation or defining of the terms. They do not care very much about building rapport or relationships.

Priorities

Topics Sandy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2020 - 7-2020
FPA Virtual Extern
Financial Planning Association (FPA)
8-2018
Founder, Lead Planner
eParaplanner LLC
7-2016 - 7-2018
Career transition
Career Break
8-2015 - 7-2016
Tax Manager
Global Tax Network
2-2014 - 7-2015
Manager, Tax - Global Mobility Services
KPMG LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Certificate in Financial Planning
Boston University
Bachelor of Science
Embry-Riddle Aeronautical University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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