SPECIALISTS

Sandra P. Schneider

Consultant, Citrin Cooperman Advisors LLC

Experience

Sandra P. Schneider is a consultant in our DC Metro office with over 40 years of experience in accounting. Since 1976, Sandy has provided her clients with hands-on, personal experience and expertise, much of it with her own firm of Schneider & Associates, LLC.

Her experience includes integrated tax planning and preparation; investment and financial planning services with high net worth families and individuals, including law firm partners and associates, high level government appointees, business leaders and widows and widowers.

Sandy is the founder of Schneider & Associates, LLC, which joined Citrin Cooperman in 2018. Schneider & Associates, LLC was formed in 1998 from the sole proprietorship Sandra P. Schneider CPA, which was formed in 1982.

CREDENTIALS

Education

University of Wisconsin, 1967-1969

Bachelor of Arts, University of Maryland, 1969-1972

Continuing Education from AICPA, Financial Planning Association, MD Association of CPAs, Practicing Law Institute

Licenses

Certified Public Accountant in the State of Maryland

FINRA licenses series 24, 63, 22, 7 and 65

State of Maryland Insurance Producer License

Affiliations

Member, Maryland Association of Certified Public Accountants (MACPA)

Member, Financial Planning Association (FPA)

Member, Women’s Study Group of Northern Virginia

Member, Estate Planning Journal Club

WORK-LIFE BALANCE

Community Involvement

Sandy proudly supports various social welfare organizations in both the Washington, DC metro area and the Savannah, GA area.

Outside the Office

Sandy enjoys living an active lifestyle, such as traveling, hiking with friends, taking Pilates classes, and spending time with her husband of 46 years.

Get in touch with Sandra P. Schneider today.

Fill out the form below to get in direct contact with Sandra P. Schneider and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

“My goal is to exceed client expectations while becoming their most trusted advisor. Your priority is my priority.”

Recommendations By Peers

Explore upcoming events, podcasts and articles by our top contributing partners, gaining insight on the latest market trends & research knowledge.

Related Insights

All Insights

Get in touch with Sandra P. Schneider today.

Fill out the form below to get in direct contact with Sandra P. Schneider and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Home Office
icon MARYLAND 11th Floor: T: (301) 654-9000