At an early age, my mother taught me the values of being strong and independent. My mother raised me and my two siblings by herself and it taught me the benefits of financial security. Like many Baby Boomers, money was tight growing up and so I had to work hard for financial security. Now, I dedicate myself to helping others achieve the same.
They say if you love what you do, you will never work a day in your life, and I truly love investing and helping good people. I am responsible for managing our firm's more than $360 million in total assets under advisement*, overseeing portfolio construction, research, investment strategy, and risk management. Throughout my almost 3 decade career, I have successfully guided our clients through various market cycles, including the Tech Bubble crash, the Financial Crisis of 2008-2009, and the challenges posed by the COVID-19 Pandemic.
I hold a Bachelor of Business Administration from the University of North Florida, with a focus on Corporate Finance and Economics. Additionally, I am proud to be a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary AIF™, demonstrating my commitment to maintaining the highest standards of professional excellence.
My professional journey began in 1997 at Principal Financial Group, where I gained a strong foundation in estate and financial planning as a registered representative/agent. In 2000, I took a significant step forward by establishing my own independent investment firm in partnership with LPL Financial, the largest independent broker-dealer in America**. Throughout my career, I have always prioritized my clients' best interests, which ultimately led me to establish Sanchez Wealth Management Group, LLC as a registered investment advisory firm in 2013. Our firm operates on a fee-based structure and is dedicated to providing a fiduciary standard of care for our valued clients.
Outside of my professional endeavors, I am an active member of the community and Our Lady of the Star Catholic Church in Ponte Vedra, where my wife Jeannie and I reside with our two wonderful daughters, Sabrina and Alexandria. I cherish spending quality time with my family, whether it's barbecuing in our backyard or enjoying a round of golf during my time away from the office. My family is why I do what I do.
* Assets Under Advisement as of December 31, 2021.
** As reported by Financial Planning Magazine, June 1996-2022 based on total revenues.