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Sandy Mesa

Sandy Mesa

Registered Investment Advisor

I have worked in the financial industry since 1989. I believe that everyone’s goals are unique; saving for a home purchase, planning for and enjoying retirement or financing a child’s education; A well-established plan must reflect your personal or business situation.

I am a Santa Barbara native and received my formal education in Accounting. I began my career in Financial Services supervising every aspect of the Investment Department for a local money management firm. During my tenure, I was instrumental in assisting the company’s nation-wide expansion. From 1993 to 1996 I received my qualifications to work with a Registered Investment Advisor (RIA), obtained my series 6, 7, 63, 65 registrations and required Insurance License # 0B79701.  

I moved to the San Fernando Valley in 1997 and worked with Charles Schwab, Smith Barney and Merrill Lynch before deciding to go independent.

I was nominated in 2008 to join the LAPD Financial Counseling Team and have attended the Annual Delegates Conference to provide my knowledge and experience to the men and women of the LAPD.  

In 2017 I moved my office to Camarillo, California to be closer to my family.