Sandra
Sigala
Plan First Wealth LLC
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About this Advisor
Sandra Sigala is a certified financial planner operating out of Greenwich, Connecticut who has 3 years of industry experience. Sigala currently works for Plan First Wealth LLC. The advisor has gained experience at Full Time Student, Sigala Inc, Law Offices Of William K. Berenson, Fidelity Investments, Robert W. Baird, Ameriprise Financial Services, Inc, Student and Plan First Wealth LLC. Sigala holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Texas. Plan First Wealth LLC is a firm operating out of Greenwich, CT. The investment advisory business has offices in four locations and just five employees. It manages $114 million in assets across its 188 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 188 accounts, 63% belong to high-net-worth investors who have more than $1 million in assets. Plan First Wealth LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Plan First Wealth LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan First Wealth LLC Brokerage Details
$114,413,521
5
188
$608,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sandra Sigala Work History
Sandra has been registered as a financial advisor for 3 years.*
Plan First Wealth LLC
Ameriprise Financial Services, Inc
Robert W. Baird
Law Offices Of William K. Berenson
Fidelity Investments
Sigala Inc
Student
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sandra Sigala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plan First Wealth LLC
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
