CEO and Founder of CONFIANCE, Pamela Sandy, has over 30 years providing financial services and sdvice to clients. She is a Certified Financial Planner™ and an Accredited Domestic Partnership Advisor℠ specializing in planning for traditional as well as non-traditional relationships.
Pamela believes passionately that the financial planning profession is essential in the lives of not only the affluent, but those everyday individuals and families faced with important financial decisions affecting their lives.
Pamela believes passionately that the financial planning profession is essential in the lives of not only the affluent, but those everyday individuals and families faced with important financial decisions affecting their lives.
"My life experience allows me to bring a unique perspective to the planning process
—I call it YourLife PLANNING™."
Pamela is the oldest of four children raised in a hard-working blue-collar, Middle-Class American family. She knows that life offers opportunities as well as challenges. Some of her earliest childhood memories center on her young parents and the financial issues they faced. It is this life experience that keeps her grounded in her advice to individuals and families as they face financial decisions today.
While Pamela's success and education bring competence to the client relationship, it is her experience that is at the core of client discussions and financial decision-making. She has lived what many of you have.
While Pamela's success and education bring competence to the client relationship, it is her experience that is at the core of client discussions and financial decision-making. She has lived what many of you have.
"My life has been messy—but I wouldn't change a thing! I understand that life doesn't always go as planned, sometimes no matter how hard you work at it."
The birth of YourLife PLANNING™ was centered on the goal to give clients the ability to discuss their lives in realistic terms. For some, it will be about life events that have caused directional rethinking—for others, it will be about a place to discuss the desire to live life in a non-traditional way.
If you want a financial partner that will work with you to manage your life the way it is—or help you create the life you want to live—come to CONFIANCE.
If you want a financial partner that will work with you to manage your life the way it is—or help you create the life you want to live—come to CONFIANCE.
Experience, Education & Recognition
Business Owner and Financial Profession - 30 Years
National Board of Directors; Finanical Planning Association, FPA2016 National President2017 National Chair
College for Financial Planning; Denver, COAccredited Domestic Partnership Advisor, 2013Certified Financial Planner, CFP, Professional Certification 1997
Professional MembershipsFPA of Northeastern Ohio
National Board of Directors; Finanical Planning Association, FPA2016 National President2017 National Chair
College for Financial Planning; Denver, COAccredited Domestic Partnership Advisor, 2013Certified Financial Planner, CFP, Professional Certification 1997
Professional MembershipsFPA of Northeastern Ohio
My Life Realities
Business OwnerBreadwinnerMarried—Divorced... twiceSingle MomCo-habitant—Domestic PartnerGrandmother—A.K.A. "Nana"WomanFriendAquarian