Sandra M. Cleveland,  CFP<sup>&reg;</sup> - Financial Advisor

Sandra M. Cleveland, CFP®

Investment Advisor

Berk Cleveland Rathmell Wealth Strategies, LLC

1952 Urban Center Pkwy
Vestavia, AL 35242
(205) 298-1234

General

Sandra Cleveland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Berk Cleveland Rathmell Wealth Strategies, LLC in Vestavia, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CCPS

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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