Sandra Cho is the Founder and President of Pointwealth Capital Management, a boutique wealth management firm in Encino, California specializing in comprehensive, generational wealth management. With over $150 million under management and 15 years in the financial services industry, Ms. Cho has been consistently in the top 5% of financial advisors nationwide in production. Her clients range from NBA coaches and Fortune 500 executives to millennials and families.
Personal & professional Accomplishments
A top financial advisor in the nation for JPMorgan Securities for over 10 years, and currently ranked #3 in California
One of the first Private Client Advisors chosen to spearhead the Chase Private Client group for Chase Bank
Holder of 12 state licenses
Holder of Series 7, Series 63, and 66, as well as Life, Accident and Health licenses
Articles published in Bloomberg, Global News Wire, Morningstar news, The Street, Financial Advisor IQ, Investment News, MarketWatch and Financial Planning News
Dedicated member of numerous professional advisory groups and committees
Decorated Navy Reservist
Volunteer church council member and head of financial stewardship mentoring foster youth
Travelled to 45 countries
Speaks conversational French
Plays the cello
Happy mother of 4 wonderful children!
Sandra Cho is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Pointwealth Capital Management, a registered investment advisor. Pointwealth Capital Management and LPL Financial are separate entities.