"Good fortune is what happens when opportunity meets with planning"
                                         ~ Thomas Alva Edison

About Us

Peter Lehrman, President, CFA®, CFP®

Peter is the founder and President of Sandia Wealth Management, a fee-only registered investment advisory firm.

 

Work Experience

 

Peter has over 20 years experience in the wealth management field, assisting clients with all types of investment, retirement and estate planning needs.

 

Education

 

Peter earned a BBA in Finance from the  University of New Mexico. In addition, he is a Chartered Financial Analyst (CFA®) and a Certified Financial Planner (CFP®.) Peter is a member of the CFA Institute, a board member of the CFA Society of New Mexico and serves on the foundation board for the Rotary Club of Albuquerque.