Joined March 2016
- Tweets 192
- Following 29
- Followers 56
- Likes 48
130 Photos and videos
Sandra Cho retweeted
May 16
Grateful for another year of being able to help more clients find a financial roadmap to success and comfort!!!
advisorhub.com/women-advisor…
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Apr 18
LPL Masters memories from just a month ago… 11 years with LPL and 11 Masters conferences. Exchanging best practices with other leaders in the industry never gets old!
#LPLMasters #PointwealthCM
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Mar 3
Thrilled to share that I've been named a 2026 Forbes Best-in-State Top Women Wealth Advisor for the 5th year in a row. It never gets old to be recognized by my industry, peers and clients. I’m proud to stand next to so many talented women shaping the future of wealth management.
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Sandra Cho retweeted
Jan 29
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Feb 10
Earlier last month we did January 2026 in Review. How did markets kick off 2026? From early trends to key risks ahead. Tune in.
#PointwealthCM #MarketUpdate
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Feb 1
Sunday mornings at the farmers market have become a life-giving ritual for me. The same growers show up week after week, doing honest work and thinking long-term, rain or shine. Your investments should be the same, dynamic but grounded so you can focus on what matters most.
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Jan 13
Will 2026 be a repeat of 2025? Or will the market struggle to continue the rally? We will discuss this in our Q4 Market Update Webinar, taking place today at 11am PST / 2pm EST. Feel free to join.
#PointwealthCM #MarketUpdate
us02web.zoom.us/j/8362084385…
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7 Oct 2025
Please join us today for our Pointwealth Q3 Market Update:
Time: 12pm PST / 3pm EST
Tune in to hear our thoughts on the current state of the market and where we are seeing opportunities, as well as where we are treading lightly.
Zoom link: us02web.zoom.us/j/8514650983…
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5 Sep 2025
August in Review: U.S. Equities Advance and Global Markets Surge in August
#PointWealthCM #Markets #AugustinReview
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5 Aug 2025
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5 Aug 2025
Honored to be recognized as Portfolio Manager of the Year by InvestmentNews Women to Watch. Grateful to be among such inspiring leaders in our industry.
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23 Jul 2025
Glad to share my process on how to nurture firm culture and develop your next gen with Danielle Walker with Advisor Perspectives.
Without my strong team, I would never have been able to double my practice this past year.
advisorperspectives.com/arti…
#PointwealthCM #BestTeamEver
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3 Jul 2025
June 2025 in Review: Record Highs, Rising Debt, and the Potential for an Upside Surprise
#PointWealthCM #Markets #JuneinReview
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2 Jul 2025
Please join us TONIGHT for our Mid-Year Outlook webinar:
Pointwealth’s Mid-Year Outlook
Date: Wednesday, July 2nd
Time: 5pm PST / 8pm EST
Zoom Link: us02web.zoom.us/j/8417101089…
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25 Jun 2025
Honored to be named one of Advisor Hub’s 2025 100 Women Advisors to Watch. Grateful for the clients who trust me and the team that supports me every step of the way.
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2 Jun 2025
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