Associate Financial Planner
As an Associate Financial Planner at Ocean Path Advisors, Chase Sandera works closely with Todd Butler and Ross Kroll to deliver an exceptionally thoughtful, planning-forward client experience.
Prior to Ocean Path Advisors, Chase worked directly with high-net-worth individuals and families in the private wealth management divisions at Merrill Lynch and Wells Fargo Advisors. Chase has a proven track record of providing the highest level of client service and is a key point of contact for our clients. Always striving to exceed expectations, Chase is committed to building long-term relationships through attentive, consistent, personalized service.
An efficient problem solver, Chase works closely with Raquel Hazzard and the Mariner Platform Solutions support team in keeping the Ocean Path advisory team organized and coordinating administrative and operational functions. As an associate financial planner, Chase assists in preparing and delivering highly detailed comprehensive wealth plans.
Chase earned a bachelor’s degree in finance and urban and regional development from the University of Arizona, where he originally met and developed a relationship with Ross Kroll. A Manhattan Beach native, he loves spending his time outdoors. His hobbies center around surfing, hiking, and enjoying the company of his family and friends.