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Sandra P

Series 63, Series 66

McAllen, TX

Money Concepts Capital Corp

Sandra Propst is a financial advisor with Money Concepts Capital Corp in McAllen, TX. She holds Series 63 and Series 66 designations and has 23 years of industry experience. She has been with Money Concepts Capital Corp since 2012 and also serves as owner and president of Propst Financial Services, Inc., an accounting services business. Additionally, she is involved in health insurance sales with Blue Cross Blue Shield of Texas and holds an officer role in Riostar Logistics, LLC, a freight brokerage business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, high-net-worth clients, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and leverages third-party managers and technology platforms such as Envestnet to support portfolio management and reporting.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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