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Sandra Foley

Client Relationship Manager

Fresno

I love helping people in every way I can, solving issues, or just making others feel important. I am The Planning Center’s office receptionist and responsible for handling the scheduling of appointments, incoming and outgoing mail, and answering phones. I have more than 37
years of experience in customer service, and for most of that period I was working for a single communications company.

“Positive anything is better than negative nothing”

I have provided customer service to both residential and business customers during my career. My department’s work at a previous employer moved to the Midwest forcing me to retire abruptly. I became an employee at The Planning Center after becoming a client of the firm in early 2016 and I am excited to be a part of such a great company.

In my spare time, I enjoy spending time with my kids, visiting with friends and family, and exercising. Among my other favorite activities are listening to music, gardening, cooking, traveling, and playing card games. One of my long-term goals is to go to New York and see a Broadway musical.

Credentials

Areas of Expertise: Customer Service Training

Who inspires me: My mom inspires me to be a kind, hard-working individual. She has been a great role model for my children and me. She has always been hard working, caring, loving (with her old-school German family values), and very joyful. In addition, she is a MEAN cook in the kitchen!

My life’s biggest milestone: Retiring from AT&T after 37 years

My favorite things: Dark chocolate and red wine

My personal hero: My dad, who faced adversity growing up, joined the Navy, fought in WWII, and then became the best father figure anyone could hope for.

Favorite destinations: Any Central California beach town and Disneyland

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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