Sandos Financial

Jason Sandos is a financial advisor with Sandos Financial who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. Prior to founding Sandos Financial in 2017, he worked at Capital Financial Services from 2009 to 2017 and has been president and CEO of Sandos Life Inc., an independent insurance agency specializing in fixed life insurance and annuity sales, since 2003. He also serves as a referring agent for an online estate planning service. Sandos Financial is a fee-based registered investment adviser serving primarily individual investors, with occasional small business and nonprofit clients. The firm employs a multi-strategy investment approach incorporating fundamental, technical, quantitative, and cyclical analysis, and manages approximately $17.25 million in assets across about 156 clients.

Michael Sandos is a financial advisor at Sandos Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Allegis Investment Advisors and Capital Financial Services. Outside of financial advising, Sandos is the founder and chairman of a martial arts association, an author of self-help books, and owns a product design business. Sandos Financial is a fee-based registered investment adviser serving primarily individual investors, as well as small businesses and non-profits. The firm employs a multi-faceted investment approach incorporating fundamental, technical, quantitative, and cyclical analysis, and offers portfolio management along with a periodic newsletter.