Dawn Sanchez Nicoles, CFP®, BFA™, RICP®
Wealth Advisor
My pursuit into financial planning began with a deep desire to help others pursue their financial goals. Growing up I witnessed firsthand how financial stress can impact lives. As I pursued the profession, I discovered financial planning is more than just managing numbers—it's working towards empowering people to manage their life's goals. I am passionate about helping clients gain clarity and confidence in their financial futures.
My Why:
"I’m driven by the stories behind every financial decision. Money is a tool, but the purpose behind it is deeply personal. Whether it's securing a family legacy, planning for retirement clarification, purchasing your dream home or simply ensuring confidence, I believe in creating financial strategies that reflect who my clients are and what they care about most. I get to be a part of these important moments, building relationships that last a lifetime."
In my free time I enjoy spending time with my dog, Jax, exploring the world with my husband, Michael, engaging in community service, and continuously learning to better serve those I work with.
RICP® conferred by The American College
Text using My Rep Chat Number: (415) 325-2992
Voice Only: (415) 663-5900