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About Us
Why the Compass Rose?
Why the Compass Rose?
Why the Compass Rose?
Traditionally, it has been a nautical directional symbol. At Providence, we believe it represents the direction you choose for the future. Let us help you navigate the journey unfolding for you by helping to chart a course for success.
Providence offers a variety of financial planning services for individual clients. Our goal is to enhance
Traditionally, it has been a nautical directional symbol. At Providence, we believe it represents the direction you choose for the future. Let us help you navigate the journey unfolding for you by helping to chart a course for success.
Providence offers a variety of financial planning services for individual clients. Our goal is to enhance the quality of our clients' financial lives through thoughtful and strategic planning.
Work With Us
Why the Compass Rose?
Why the Compass Rose?
Sandria M. Calio, CPA/PFS, CFP®, founded Providence Financial Services, LLC in 1997. She is a seasoned financial services professional with more than 40 years of service to individuals, corporate executives and small businesses. She earned her CPA designation in 1984 and became a CFP® in 1987.
Sandi’s strong tax background gives her insi
Sandria M. Calio, CPA/PFS, CFP®, founded Providence Financial Services, LLC in 1997. She is a seasoned financial services professional with more than 40 years of service to individuals, corporate executives and small businesses. She earned her CPA designation in 1984 and became a CFP® in 1987.
Sandi’s strong tax background gives her insight to incorporate tax-efficient investing focusing on after-tax investment returns. Through strategic tax planning, Sandi is able to optimize retirement distributions with incurring the least amount of tax possible.
Sandi uses a holistic approach with clients, listening mindfully and intentionally to each individual, creating positive relationships that contribute to the overall good.
More About Sandi
Why the Compass Rose?
More About Sandi
Prior to Providence Financial Services, LLC, Sandi was a financial and tax executive at IMG (International Management Group), a sports marketing firm in Cleveland, OH. Sandi has served individuals who have significant wealth to those with modest means and everyone in between. She was a founding partner of Providence Wealth Partners LLC, a
Prior to Providence Financial Services, LLC, Sandi was a financial and tax executive at IMG (International Management Group), a sports marketing firm in Cleveland, OH. Sandi has served individuals who have significant wealth to those with modest means and everyone in between. She was a founding partner of Providence Wealth Partners LLC, a financial planning and investment management firm.
Sandi was instrumental in starting the Certified Financial Planning Certificate program as Program Director at Corporate College, a division of Cuyahoga Community College. The program boasted pass results higher than the national average. Sandi taught the income tax and retirement planning curriculum.
Sandi is a nature, canine and equine lover. In her spare time she enjoys kickboxing, gardening, hiking, cycling, live theatre, outdoor concerts with local indie bands, watching Cleveland sports teams, yoga, reading and walking her therapy dog, Bella. She currently serves on the board of her condominium association.