Hello! I'm Sandra Ferraguti
A dedicated and passionate financial advisor committed to helping individuals and businesses achieve their financial aspirations. With a strong foundation in finance, a wealth of experience, and a client-centered approach, I am eager to guide you towards financial success.
My Skills And Work Experiences
As a financial advisor, I have spent years honing my skills and expertise in the realm of finance, building a comprehensive understanding of market dynamics, investment strategies, and risk management. My mission is to provide tailored financial solutions that align with your unique goals and circumstances.
Work Experiences
Senior Financial Advisor
CITICORP INVESTMENT SERVICES
Year Range: 2002 – 2007- Advised clients on investment strategies, retirement planning, and wealth management.
- Developed and implemented personalized financial plans to meet clients’ unique objectives.
- Conducted comprehensive portfolio analysis and risk assessments to optimize investment allocations.
Financial Consultant
CITY PRIVATE ADVISORY; LLC: 2004 – 2007- Provided expert guidance on investment products, insurance, and estate planning.
- Built and maintained long-term relationships with clients, ensuring their financial needs were met.
- Conducted regular portfolio reviews and adjustments to align with clients’ changing circumstances.
CITI PRIVATE ADVISORY, LLCCITI PRIVATE ADVISORY, LLC
Education
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Master of Business Administration (MBA) in Finance
Cambridge University England, UK
Year of Graduation: 1994 -
Bachelor of Science (BSc) in Economics
Lund University, Sweden
Year of Graduation: 2000 -
Certified Financial Planner (CFP) Certification
Certifying Body: CFP Board
Year of Certification: 2003 -
Chartered Financial Analyst (CFA) Certification
Certifying Body: CFA Institute
Year of Certification: 2007
Sandra Ferraguti background comprises a solid foundation in finance and economics, which she further honed through advanced degrees and professional certifications. Her qualifications, including an MBA in Finance and certifications as a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), reflect her dedication to mastering financial expertise and providing top-notch financial advice to her clients.
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Skills
Investment Planning
Crafting investment strategies tailored to your risk tolerance and financial goals.
Retirement Planning
Structuring plans that ensure a comfortable and secure retirement.
Risk Management
Developing strategies to mitigate financial risks effectively.
Tax Optimization
Identifying opportunities to minimize tax liabilities and maximize savings.
My Approach
Empathy, understanding, and client-centricity define my approach to financial advising. I believe in fostering strong, transparent relationships with my clients, where open communication and active collaboration are key. Your financial journey is unique, and I am here to tailor strategies that match your aspirations.
What My Clients Say About My Services
We are satisfied with your work & Impact Sandra!
Sandra Ferraguti has been a game-changer for our financial journey. Her personalized approach and deep financial knowledge have greatly benefited us. With her guidance, We feel secure and informed in our investment decisions. We highly recommend Sandra to anyone seeking expert financial advice.
– OTL Holdings.
See My Achievements
1
Financial Advisor of the Year Award
CITI ADVISORY
2014
2
Excellence in Wealth Management Award
ASSETQ LTD
2017
3
Leadership in Investment Planning Award
AGX ASSETS
2020
4
Customer Service Excellence Award
FUNDESX LTD
2023
Work with me, Let me grow your finances
For any inquiries or to start a conversation about your financial future, please fill out the form. I look forward to being a part of your financial success story.
Qoutes
“Risk comes from not knowing what you’re doing.” – Warren Buffett
“Invest in yourself. Your career is the engine of your wealth.” – Paul Clitheroe