Sandra Beeghley

Sandra is the Paraplanner and Client Services Manager at New Aspect Financial Services, where she assists in developing financial plans and investment strategies to help clients achieve their financial goals. Holding Series 7, 6, and 63 FINRA licenses, she provides licensed support to all advisors at the firm, ensuring seamless client service and operational efficiency. 

Before joining New Aspect, Sandra spent 12 years at Living Benefits, Inc. as a paraplanner and client services associate and 13 years at BISYS Fund Services as a marketing and distribution specialist for bank-managed mutual fund companies. Her extensive client relationship and project management skills are instrumental in delivering exceptional service, but it is her passion for financial planning and education that truly deepens client relationships and drives meaningful impact. 

Born and raised in Salt Lake City, Utah, Sandra moved to Arizona after high school to study liberal arts at Scottsdale Junior College. She began her career in the investment services industry in 1991 while living in New York City. Today, she resides in San Diego with her husband and two children. In her spare time, she enjoys yoga, hiking, pickleball, and spending quality time with family and friends.