Kathryn Sandoval | Balentine Client Transition Manager

Kathryn Sandoval

Kathryn Sandoval, CFP®, CTFA is Balentine’s Financial Planning Manager. She has worked in the wealth management industry for more than two decades, most recently as Balentine’s Family Office Manager . Kathryn began her career in Austin, TX, with Wells Fargo and joined Wilmington Trust in 2006 as a private client associate. Kathryn received her Certified Trust and Fiduciary Advisor (CTFA) designation in 2007, and she earned her CERTIFIED FINANCIAL PLANNER™ professional designation in 2020.


  • BS, Elon University

Professional Experience

  • Balentine, Family Office Manager
  • Wilmington Trust, Client Service Officer
  • Wells Fargo, Portfolio Manager

Professional Affiliations & Awards

  • Certified Trust and Fiduciary Advisor (CTFA)


Why did you choose to come to work at Balentine?

I joined the firm in December 2009 as the first non-partner employee. I was attracted to the opportunity to work for a small organization while participating in the creation of a new firm.

What was your best business decision?

Serving as Balentine’s Transition Manager was a great experience for me. Having seen the struggles clients face when transitioning to a new firm, I had the opportunity to develop the Transition Manager role with the help of seasoned industry professionals. The role continues to provide value to all our clients. We have one group focused on the nuances of new client on-boarding while allowing our relationship management team to provide uninterrupted service to our existing clients.

What inspires you to come to work each day?

The opportunity to interact with interesting, intelligent, and motivated individuals. I also enjoy watching younger co-workers develop a love for the business and the supportive environment.

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