Sandra Wehner, CFP® is a Financial Advisor and corporate vice president at Rochester-based Sage Rutty & Company, Inc. With over 40 years in the industry, she has worked at the firm for three decades. Sandy firmly believes that investing money is critically important, but she knows that enjoying life is equally as significant. Her direct and honest search for answers allows for a clear path to helping her clients understand exactly what they need to do and why for peace of mind in retirement.
The epitome of success, Sandy is a shining example of what it takes to be successful in a male-dominated industry. While the number of female advisors remains low nationally, with some surveys placing the figure at 20%, over half of Sage Rutty’s advisors are women and Sandy attributes this anomaly to the influence of mentorship.
Her protégée, Teresa Robinson, joined Sage Rutty in April 2013. Earning her master’s degree in art therapy and counseling, a career in finance was never on her radar. Serendipitously, Teresa found herself as a Financial Services Associate and was quickly taken under Sandy’s wing. Her quick climb up the corporate ladder is evidence of the success that incredible work ethic and strong mentors can reward. Today, she’s a Financial Advisor on Sandy’s team, a Certified Financial Planner®, is licensed in New York State in Life, Accident, and Health Insurance and she holds Series 7, 63 & 65 licenses Financial Industry Regulatory Authority (FINRA).
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