Jeanne Sands, FPQPTM, CFP®

Wealth Advisor, Director

Leesburg, VA

LET'S CONNECT

Designations

  • Financial Paraplanner Qualified ProfessionalTM (FPQP) certificate
  • CERTIFIED FINANCIAL PLANNER® professional1

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of Madison Wealth Management, where she was a Financial Planner
  • Partners with high-net-worth individuals, families, and organizations by using holistic planning and investment strategies to assist clients in achieving their financial goals
  • Prior to Madison Wealth Management, Jeanne worked as a Legal Assistant for a highly regarded estate planning law firm in Vienna, VA

 

Life Outside of MAI 

  • Volunteers as a youth basketball coach in her local community
  • A Northern Virginia native, she resides in Leesburg, VA with her husband, a Maryland firefighter, and their two young sons
  • Jeanne enjoys traveling, writing, spending time with family and friends, and is a fan of the New York Mets and the Washington Capitals

 

Education

  • George Mason University, B.S. in Integrative Studies with a Concentration in Health Sciences
  • College for Financial Planning, Financial Paraplanner Qualified ProfessionalTM (FPQP)

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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