Jeff Sandene, CFP® began his financial services career in 1996 and founded Sandene Strategies, LLC in 2005. His entrepreneurial spirit is driven by independence and a strong desire to see his hard work rewarded. He’s structured Sandene Strategies to carry out his mission of uniquely serving America’s high-achievers by guiding them to their empowered future of growth, purpose, and fulfillment.
Jeff has chosen to focus his practice on high-achievers who share his growth mindset and abundance orientation. Entrepreneurs are a particular focus because of a negative financial outcome in his family. His entrepreneurial grandfather built an agricultural products franchise over 31 years. However, when he was unable to work any longer, he received nothing for his business and no reward for his decades of hard work. He lived out his remaining years depleting his meager savings and living off his social security checks and the benevolence of family members.
Properly coordinated business and personal planning could have prevented this tragedy.
To address the unique planning requirements of entrepreneurs and high-achieving executives and professionals, Jeff developed Your 360° Future™, the proprietary financial planning process of Sandene Strategies. This comprehensive process takes a deep dive into all aspects of our clients’ business and personal financial situation, including investment management, tax optimization, retirement accumulation and distribution, estate planning, and risk management.
With a thorough understanding that planning one’s life is about more than money, the final element of our process is Relevant Living™, Jeff’s venture into the non-financial aspects of retirement planning. He’s nearly finished writing the manuscript for his first book, Relevant Living: Your New Beginning of Growth, Purpose & Fulfillment.
Completing the Your 360° Future™ process will help high-achievers avoid the fate of Jeff’s grandfather.
Jeff is a lifelong learner and is constantly reading, writing, researching, and studying to stay informed on financial and investment topics to better serve his clients. As an achiever, he also likes to have something to show for his efforts. Therefore, he’s accumulated the following degrees and designations:
- MBA in Finance, The University of Texas at Dallas (1988)
- Certified Financial Planner® (CFP® – 1999)
- Certified Exit Planning Advisor® (CEPA® – 2022)
- Accredited Behavioral Finance Professional® (ABFP® – 2025)
- Chartered Financial Consultant® (ChFC® – 2003)
- Chartered Life Underwriter® (CLU® – 2007).
During the 2000’s, Jeff was a serious long-distance runner, completing 21 marathons, including four Boston Marathons. He still runs moderate distances, and feels like there’s another marathon “in him” if life’s circumstances aligned in his favor.
He enjoys reading business books and biographies from his personal library, beach vacations, Dallas Stars hockey, and classic rock. He recently checked an item off his bucket list by experiencing a Pearl Jam concert from the front row.
Jeff married Sandra in 1990 and they live in Plano, Texas.