Sandy Situ

Sandy Situ brings over 25 years of experience in the financial services industry, where her dedication to client care and attention to detail have made her an invaluable part of the team. As our Client Care Specialist, Sandy is often the first friendly voice you’ll hear and the go-to person for ensuring every client interaction is smooth, thoughtful, and timely. Her passion for supporting others shines through in everything she does.

Outside the office, Sandy loves dancing, baking sweet treats for friends and family, and hiking through the Bay Area’s beautiful trails. She is a proud wife and mother of two successful sons—both graduates of the University of California system—with one currently completing his pharmacy degree at USC. Sandy finds great joy in celebrating her family’s achievements and in creating meaningful connections with the clients she serves.