Our Team

Sandra M. Cleveland

CERTIFIED FINANCIAL PLANNERTM   scleveland@bcrwealth.com
Certified College Planning Specialist   205.298.1234 office
    205. 902.7110 mobile

 

When Sandra is not sharing her knowledge of financial planning issues at workshops and women’s programs, you will find her diligently helping individuals and families achieve their life goals through strategic investment planning and wealth management. Clients appreciate her independent, objective advice and holistic approach to handling these issues.

Sandra joined Berk Cleveland Rathmell Wealth Strategies after a long-term career in the telecommunications industry. Sandra obtained the first Certified College Planning Specialist designation in the state of Alabama. As a college planning specialist, Sandra helps families save and pay for college the most efficient way. She also holds the CERTIFIED FINANCIAL PLANNERTM designation.

Sandra earned an undergraduate degree from the University of Alabama in Birmingham and her Masters of Public and Private Management degree from Birmingham-Southern College.