Jarrod Sandra, MS, CFP®, CKA®
Ideal Client
I serve clients from all walks of life, but I particularly enjoy serving those approaching and in retirement. In addition to that, I like to serve Bible believing Christians who have a goal of stewarding God’s money well for their family and His Kingdom.
Professional Background
In 2006, I began working in the financial services industry and in 2008 I moved into the wealth management side of the business between two firms over the next 5 years. In 2013, I joined Fidelity Investments to help companies administer their retirement plans where I left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, I started Chisholm Wealth Management to offer truly independent fiduciary advice and the highest level of service to my clients.
Personal Background
I’m married to my wife, Dr. Christina Sandra. We met at Southwestern Baptist Theological Seminary, where I took classes for a few semesters. She finished her masters in Christian education and went on to obtain her doctorate from there as well in educational ministry, concentrating in executive leadership. She serves as the Director of Leadership Mobilization in our local church where she focuses on building the next generation of ministry workers, both professionals and lay leaders.
We have a daughter (who, for some reason, enjoys listening to financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in my life, I particularly enjoy triathlons, cycling, being outdoors, and serving at Christ Chapel Bible Church.
Education and Certifications
I have a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Kingdom Advisor. I am a member of the, National Association of Personal Financial Planners, XY Planning Network, and the Burleson Area Chamber of Commerce.
What about the firm name?
My whole life has been lived on the Chisholm Trail. From my home town, to college, to today in Fort Worth I’ve always resided on it. It’s just a name that I’ve seen my whole life!
About the CFP®
The CERTIFIED FINANCIAL PLANNER® certificate requires a rigorous education, taking 12-18 months, covering primary topics in Investment, Tax, Retirement, Estate, Insurance, Education, and Financial Management. It requires the certification to pass a 6 hour exam, that has about a 63% pass rate, hold a bachelors degree (or higher), have a minimum of 6,000 hours of relevant experience, and uphold the ethical fiduciary standard. Roughly 29% of “advisors” hold this prestigious designation.
About the CKA®
The Certified Kingdom Advisor designation is granted by Kingdom Advisors to christian advisors who have demonstrated themselves to be able to apply biblical wisdom into their financial advice through university level coursework, comprehensive proctored exam, technically competent by have 10 years or more in the industry or hold a CERTIFIED FINANCIAL PLANNER® certificate, agree to a code of ethics, maintain local church involvement, and pledge to practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.