Sandra J. Grinspan, CFP®

I've spent more than 20 years building an estate, investment, and planning practice from the ground up, which means I understand what our advisors are dealing with because I've dealt with it myself. That firsthand experience is what I bring to my role at North Ridge.

As Executive Vice President, I work closely with our representatives on practice management and product strategy. I analyze products, develop tools and resources, and help advisors think through the kinds of decisions that directly affect their clients' outcomes. It's practical work, and I prefer it that way.

Earlier in my career, I worked at Dreyfus Service Corp. and the Professional Planners Group in New York City, which gave me a strong foundation before I went on to build my own practice. That combination of institutional experience and independent practice has shaped how I think about both the business side and the client side of this work.

• B.A., State University of New York at Albany
• CFP®, LIU/CW Post CFP® Program
• Series 6, 7, 24, 53, and 63 Securities Registrations
• Investment Adviser Representative