Megan Sandbothe, a Wealth Advisor with a global perspective, was born in Phoenix, AZ, and raised in diverse cultures around the world. Her unique upbringing, particularly in the Pacific and Southwestern United States, has shaped her into a dynamic professional with a deep understanding of various cultures. Megan’s approach to financial planning is underpinned by her personal philosophy: “If there is a will, there is a way.” This mindset has guided her through challenging times, including navigating the financial industry during the Lehman Brothers collapse early in her career.
Megan’s passion for finance is matched by her love for travel, having explored 49 countries across 6 continents. She believes in experiencing cultures through their cuisine and is a devoted fan of NCAA basketball, especially her alma mater Gonzaga University, and Formula 1 racing. Her career highlights include obtaining the CFP and completing the Client Psychology course by Wharton Executive Education Program.
Looking forward, Megan aims to specialize in true wealth planning, considering further education in taxation. She is dedicated to helping her clients pursue their goals and continuously invests in her education to enhance her skills and services. Active in her community, Megan has been involved with organizations like Big Brothers Big Sisters , Childhaven and the Children’s Hope Foundation.
Credentials & Education:
Bachelor’s degree in Business Administration with a concentration in finance, Gonzaga University
Accredited Asset Management Specialist (AAMS®)
Certified Financial Planner (CFP®)
Hobbies & Interests:
Traveling and experiencing international cuisines
NCAA basketball fan, especially of Gonzaga University
Formula 1 racing enthusiast
