Sandrina Edmondson

"Simplifying and Coordinating Your Financial Life to Help You More Visibly Connect Your Resources and Choices With Your Vision of Financial Success."

-- Sandrina Edmondson Wealth Management

We specialize in comprehensive financial planning for pre-retirees, small business owners, CPAs, physicians, and other high-income earners. We partner closely with our clients to develop personalized financial plans that help them coordinate and manage the key areas of their financial lives - wealth, financial risk, and the impact of taxes.

As a licensed and experienced CPA, as well as a CERTIFIED FINANCIAL PLANNER™ professional, Genevieveis uniquely qualified to be at the center of our clients' financial lives. After working as a consultant with Ernst & Young, Genevievelaunched his own financial planning practice in 2009 and has partnered with the Citigroup Global Market Wealth Management Company, which is comprised of a national team of specialists experienced in estate planning, business continuity & succession, and executive benefits, to help serve our clients even more robustly.

INVESTMENT MANAGEMENT IS NOT PLANNING!

There are four key strategies you can implement with money – protect, grow, distribute, and transfer. Many people assume that all financial advisors do the same thing – manage money (i.e. “grow”). While this is true of many advisors in the financial services industry, our holistic planning approach is unique in that it addresses all four areas as we focus on achieving our clients’ most important goals at every life stage.

What makes us different, and what our clients really enjoy about the work we do, is our knowledge of, and commitment to, authentic financial planning. Most firms focus on product solutions or specific strategies, whereas our focus is to help our clients develop a written, customized plan that gets them to where they want to be and that helps them stay the course along the way.

ALREADY WORKING WITH AN ADVISOR?

Our clients are busy, smart, and financially responsible. Many have “checked all the boxes” along the way and there isn’t necessarily anything that’s “broken.” However, we can often find ways to complement the planning that is already being done through innovative thinking and strategic integration of strategies that other firms simply may not be familiar with. Our goal is to enhance, not replace, the financial planning that is currently in place by serving one specific role on your financial team.

SPEND YOUR LIFE LIVING

The dust never settles. Keeping pace with life's changes may seem to never end. Life evolves, changes direction, presents challenges, and leads to new possibilities. Your approach to financial security cannot be static, because as your life changes, so do your needs and goals. At Citigroup Global Market our integrated, holistic financial planning process helps you face challenges and plan for the future while you Spend Your Life Living today!

PERSONAL

Ms. Sandrina Edmondson and her husband, Michael, are ecstatic parents to their children, Theo and Lily. Originally from Boston, Sandrina pursued her education at Harvard University, where she earned her Bachelor's degree in Economics and later completed her MBA at Stanford Graduate School of Business. Following their move to San Francisco in 2010, Sandrina initially worked in venture capital before establishing her own fintech startup in 2015. Sandrina finds solace in nature, often spending weekends hiking in the Marin Headlands or biking along the Golden Gate Bridge. She cherishes quality time with her loved ones, indulging in culinary adventures, and exploring the vibrant arts scene of the Bay Area. An avid supporter of the San Francisco Giants, Sandrina also enjoys unwinding with a good book or attending classical music concerts.

PROFESSIONAL

My Process Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me. That's why I work closely with my clients to develop innovative solutions that meet their long-term financial goals and objectives.

My Services I deliver comprehensive financial planning to individuals, families, and business owners by building tax advantaged wealth accumulation strategies that also address the short and long-term risks that can interrupt your cash flow. Conversations with my clients typically revolve around putting together a long-term financial game plan that encompasses managing investments, mitigating risk, and saving money tax efficiently.

Years of Experience I started my financial planning practice with Citigroup Global Market in 2009. Prior to this, I spent three years as a consultant with Ernst & Young

Certifications

CERTIFIED FINANCIAL PLANNER™ Professional The CERTIFIED FINANCIAL PLANNER™ Professional certification is one of the most recognized financial planning marks in the world. The certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Certified in Long Term Care (CLTC) The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Chartered Life Underwriter (CLU®) The CLU® is respected internationally as risk management's highest standard of knowledge and trust. Since 1927, The American College has awarded this designation to professionals The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences by developing a plan to protect their clients and their families who obtain the advanced education to address the insurance needs of every client they serve.

Get to know my dedicated team

As a Wealth Management Advisor affiliated with Citigroup Global Market, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Felipe Quinn

Director of Planning

Stephanie grew up in Savannah, Georgia, and completed her education at Savannah College of Art and Design (SCAD) in May 2020, majoring in Marketing with a focus on Digital Media. During her college years, she was actively involved in community service, volunteering at local animal shelters and participating in environmental clean-up initiatives. Stephanie was also a member of the SCAD photography club and enjoyed capturing the beauty of her surroundings through her lens. In her leisure time, Stephanie loves to explore new destinations, immersing herself in different cultures and cuisines. Some of her most memorable trips include adventures in Kyoto, Japan, and Reykjavik, Iceland. She is an enthusiastic supporter of local Savannah sports teams and can often be found cheering on the Savannah Bananas baseball team or attending Savannah College of Art and Design (SCAD) Bees basketball games. Stephanie recently joined the marketing team at a creative agency in Atlanta in September 2020. As a Junior Marketing Associate, Stephanie brings her creative vision and digital marketing expertise to the table. She is dedicated to expanding her skill set and is currently pursuing certifications in Google Analytics and Adobe Creative Suite.

Ben Handley

Director of Investment

Ben was raised in the South Carolina low country. He attended Clemson University where he obtained his degree in Finance. Upon graduation, Ben moved to Atlanta and worked as an accountant at a local real estate firm for several years before seeking out a career in wealth management & financial planning. Ben enjoys exploring the outdoors, spending time with friends, and playing sports. As an Associate Wealth Management Advisor, Ben holds the following licenses and certifications: • Series 7 General Securities Registered Representative license • Series 63 Uniform Securities Agent State Law certification • Georgia Variable Products license • Georgia Life, Accident and Sickness insurance license • Long Term Care license

Hazel Whitten

Director of Insurance

Katy was born and raised in the metro Atlanta area. She earned a scholarship to the University of North Carolina at Charlotte where she was a pitcher for the 49ers softball team. Upon college graduation, Katy played professionally in Germany before returning to her alma mater as the pitching coach for two years. She enjoys attending sporting events, spending time with her family, and traveling. Katy began her career with Citigroup Global Market in 2014 and joined Sandrina Edmondson’s team in 2016. Katy handles client servicing, insurance underwriting, marketing, and business operations for the team. As an Associate Financial Representative, Katy holds the following licenses and certifications: • Georgia Life, Accident and Sickness insurance license • Long Term Care license • Series 6 Investment Company/Variable Contracts Products Limited Representative license • Series 63 Uniform Securities Agent State Law certification • Georgia Variable Products license

Kenny Kaseta

Director of Marketing

Larry Gist

CLU^®, ChFC^® Chief Operations Officer

Get a financial plan that prioritizes

Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:

Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.