Nothing brings me more joy than assisting individuals and families on their financial journeys. As a Wealth Advisor at Sanchez Wealth, I'm here to provide the personalized guidance you need to pursue your financial goals.
My role involves conducting client review and strategy meetings, investment research, portfolio trading, and tailoring financial plans to meet unique needs and goals. With a track record of successfully assisting clients in working towards their financial milestones, I am committed to delivering exceptional service.
I began my journey in the financial industry at E*TRADE Financial, where I discovered my passion for guiding individuals and families. Building on that experience, I further honed my skills at Fidelity Investments before joining Sanchez Wealth in 2013.
As a Certified Financial Planner (CFP®), I uphold the highest professional standards, staying up-to-date with industry trends and regulations. This ensures my clients receive current advice and strategies for their complex financial challenges.
Outside of work, I am an avid sports enthusiast, cheering on my UCF Knights, New York Knicks, and the Jacksonville Jaguars. However, my greatest joy comes from spending quality time with my family, friends, and my dogs, Barrett and Knicki. This commitment to personal relationships translates into my professional interactions, fostering trust and open communication.
I am dedicated to empowering my clients to pursue financial success. If you are seeking a trusted partner on your financial journey, contact me today to schedule a consultation. Together, we can take the first step towards achieving your financial goals.
