San Diego, CA
Sandee Mapp
Hi there! I’m Sandee Mapp, a Wealth Advisor from San Diego, California, specializing in holistic financial planning, portfolio management, and retirement planning. My passion for financial advising stems from the positive impact a financial advisor had on my life. After seeing close friends face financial complications from life’s unexpected events, I wanted to help others become more educated and strategic around their finances. For over a decade, I’ve had the privilege of guiding clients to build wealth intentionally and sustainably.
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Erica Luchetti
Erica Luchetti, a Senior Client Service Associate, offers over 15 years of experience in operations and client service within the financial, music, and automotive industries. Her career began as a temporary receptionist in financial services, where her adaptability secured a permanent assistant role, igniting her professional growth. Erica excels at supporting financial advisors by overseeing daily operations, promptly addressing client needs, managing onboarding and account transfers, executing investment transactions, and ensuring accurate data. She collaborates seamlessly with external professionals, such as custodians, CPAs, and estate attorneys, while upholding rigorous compliance with policies and regulations. Driven by a passion for exceptional client experiences, Erica seeks to optimize workflows and cultivates trusted relationships. Beyond work, she treasures family moments, adores animals, dives into books, enjoys live music, and recharges by the water in the sunlight, maintaining her vibrant energy.
Driven by a passion to empower individuals, especially women and those in underserved communities, I have built a financial advisor career blending education, strategy, and empathy.
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Retirement Planning
Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Get to know
Sandee
Sandee’s journey into financial advising was deeply personal, inspired by the positive impact a good advisor had on her life. Sandee graduated from the University of San Diego with a Bachelor's of Business Administration with concentrations in finance and marketing. She also holds a Master's Certification in Project Management from George Washington University.
After years of success in financial services and consulting, unexpected layoffs prompted reflection on life's uncertainties. Witnessing her friends' face early retirement or career shifts underscored the importance of proactive financial planning. This motivated her to pivot into advising, focusing on helping others gain clarity, confidence, and security—especially during life’s transitions.
Over the past 11 years, Sandee has been privileged to guide clients, particularly women and those in underserved communities, in building wealth intentionally and sustainably, so they can navigate change with peace of mind. Sandee loves her clients and utilizes a holistic approach to retirement planning. Her plans focus on income planning, investment management, tax optimization planning, health and long-term care planning, and estate planning while realizing that “Life Happens.”
When Sandee is not working, she enjoys spending time with family and friends. She actively supports many local youth sporting and non-profit organizations.
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How did you become a financial advisor?
My journey into financial advising was deeply personal, inspired by the positive impact a good advisor had on my own life. After years of success in financial services and consulting, unexpected layoffs prompted reflection on life's uncertainties. Witnessing friends face early retirement or career shifts underscored the importance of proactive financial planning. This motivated me to pivot into advising, focusing on helping others gain clarity, confidence, and security—especially during life’s transitions. Driven by a passion to empower individuals, particularly women and underserved communities, I aimed to build a career blending education, strategy, and empathy. Over the past 11 years, I’ve been privileged to guide clients in building wealth intentionally and sustainably, so they can navigate change with peace of mind.
What types of clients do you work with?
I serve individuals nearing or already in retirement, helping them plan and manage this crucial transition effectively. I also support those working toward retirement, guiding them to achieve their goals with confidence. My diverse clientele includes professionals, entrepreneurs, and families seeking long-term financial security, with a special focus on women navigating financial independence and leadership roles. Whether clients are just beginning to invest or transitioning into retirement, my goal is to offer guidance rooted in financial wellness, beyond just performance metrics.
What areas of expertise do you have?
My expertise encompasses personal financial literacy, holistic financial planning with an emphasis on life event management, financial resilience, and long-term wealth building. I combine strategic advice with empathy, guiding clients through significant, often emotionally charged, life changes. A particular focus is understanding the psychology of money—how beliefs and emotions influence financial decisions—and I incorporate this perspective into every client conversation.
What kinds of strategies do you help clients with?
I assist clients in creating customized, values-driven strategies for spending, saving, investing, and achieving their life goals. This includes cash flow management, debt reduction, portfolio design, and retirement planning—always aligned with personal priorities and well-being.
What is your favorite part of working with clients?
I love witnessing those “aha” moments—when clients gain confidence, see tangible progress, or realize that their version of success is within reach. Partnering through transitions and supporting clients in becoming empowered decision-makers is incredibly rewarding.
What is it like partnering with Savvy?
Working with Savvy energizes me because it aligns perfectly with my values. I appreciate how Savvy supports advisors in bringing their full selves to the work—combining technical expertise with empathy and coaching. The technology team’s commitment to continuous improvement has resulted in tools that boost efficiency, allowing me to dedicate more time to meaningful client interactions and build stronger relationships instead of getting caught up in operations.
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