Shareholder

Sandra Cleveland

CFP®, CCPS

Sandra is a partner at BCR. She values the relationships she has built with clients to know and understand not just their financial goals but their life goals.  She feels moving towards their goals is even better when they have peace of mind for today and about the future. With the help of the BCR team, Sandra has been able to transition from being in the office to being a consultant for the team.

Sandra spent years focusing on clients who were getting serious about preparing for their financial independence – whether that is a career shift, a life transition, or a more traditional retirement. She is particularly interested in helping women explore their next steps by defining the life they desire, creating the financial plans that support their goals and helping them stay on track. Her experience is invaluable to the team.

Sandra has served in leadership roles in civic organizations that support women in business and the community in the greater Birmingham area including Alabama Women in Business and The Women’s Network. She is also very involved with the Vestavia Hills Chamber of Commerce and her local church.

Sandra and her husband have 2 daughters and 3 grandchildren. She spends her time focusing on her family, reading, and organizing game nights.