Broker Check
Christen L. Sanchez, CFP®, CFS, AIF®

Christen L. Sanchez, CFP®, CFS, AIF®

Founding Partner

Chris Sanchez is the founding partner of Sanchez Wealth Management Group, LLC, a Registered Investment Advisory firm, and is responsible for managing the firms more than $300 million in total assets under advisement.*   His responsibilities include portfolio construction, research, investment strategy and risk management. Chris has more than 24 years’ experience in the financial management industry. Chris has guided the firms' clients through multiple market cycles including the Tech Bubble crash, the Financial Crisis of 2008-2009 and the COVID-19 Pandemic. 

Chris received a Bachelor of Business Administration from the University of North Florida with a focus on Corporate Finance and Economics. Chris is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary AIF™.

Chris began his career in 1997 at Principal Financial Group as a registered representative/agent where he learned the fundamentals of estate and financial planning.  In 2000, Chris formed an independent investment firm by partnering with LPL Financial, the largest independent broker dealer in America*.  Chris’ commitment to putting his client’s best interest ahead of his own lead him to establish Sanchez Wealth Management Group, LLC as a registered investment advisory firm in 2013.  Sanchez Wealth is a fee-based investment advisory firm dedicated to the fiduciary standard of care for their clients.

Chris and his wife Jeannie are active members in the community as well as Our Lady of the Star Catholic church in Ponte Vedra where they live with their two daughters Sabrina and Alexandria. Chris enjoys spending time with his family barbecuing in the back yard and playing golf when he is away from the office.

 

https://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence

 

 

https://www.fi360.com/about-fi360

 

* Assets Under Management as of December 31,2020.

* As reported by Financial Planning Magazine, June 1996-2020 based on total revenues.