Sandy Erpa
Vice President at Retirement Plan Specialists, Inc. | Oviedo, Florida, United States
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Sandy Erpa currently serves as Vice President at Retirement Plan Specialists, Inc., where she leverages her extensive expertise in retirement planning and tax-advantaged programs to deliver tailored solutions for employers. With a focus on designing, implementing, and administering comprehensive retirement plans, Sandy plays a pivotal role in enhancing the financial well-being of businesses and their employees. Her deep understanding of the intricacies of the tax code allows her to craft innovative strategies that maximize tax savings while ensuring compliance and alignment with clients' financial goals.
Under Sandy's leadership, Retirement Plan Specialists, Inc. has embarked on several key projects aimed at improving client engagement and optimizing retirement plan offerings. By fostering strong relationships with tax and investment advisors, she ensures that employers receive holistic support that not only meets their immediate needs but also positions them for long-term success. Sandy's commitment to education and transparency empowers clients to make informed decisions about their retirement and employee benefits, ultimately enhancing their overall financial health.
Her skill set encompasses a wide range of financial advisory services, including investment strategies, wealth management, and employee benefits. Sandy's proficiency in fixed annuities, mutual funds, and IRAs further solidifies her reputation as a trusted advisor in the retirement planning space. As the industry continues to evolve, Sandy remains dedicated to staying ahead of trends and regulatory changes, ensuring that her clients are well-equipped to navigate the complexities of retirement planning. With her strategic vision and client-centric approach, Sandy Erpa is not only a leader at Retirement Plan Specialists, Inc. but also a valuable resource for employers seeking to enhance their retirement offerings.
Vice President at Retirement Plan Specialists, Inc. in September 1997 to Present
President at Sandra R. Turner & Associates, Inc. in September 1995 to September 1997
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Pensions
Retirement
Tax
Financial Planning
Investment Advisory
Strategic Financial Planning
Executive Pay
401k
Investment Strategies
Financial Advisory
Small Business
Business Planning
Employee Benefits
Retirement Plan Consulting
Retirement Planning
Financial Planners
Fixed Annuities
Mutual Funds
Estate Planning
Defined Benefit
Wealth Management
Management
Wealth
Investments
Securities
IRAs
ERISA
Profit Sharing
ETFs
Asset Allocation
Series 7
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Discover more about Retirement Plan Specialists, Inc.What is Sandy Erpa email address?
Email Sandy Erpa at [email protected]. This email is the most updated Sandy Erpa email found in 2026.
What is Sandy Erpa phone number?
Sandy Erpa phone number is +14072605455 and +14079779912.
How to contact Sandy Erpa?
To contact Sandy Erpa send an email to [email protected]. If you want to call Sandy Erpa try calling on +14072605455 and +14079779912.
What is Sandy Erpa net worth?
Sandy Erpa has an estimated net worth of $100,000 to $149,999
What company does Sandy Erpa work for?
Sandy Erpa works for Retirement Plan Specialists, Inc.
What is Sandy Erpa's role at Retirement Plan Specialists, Inc.?
Sandy Erpa is Vice President
Sandy Erpa Email Addresses
Sandy Erpa Phone Numbers
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