Levi Sanchez (BFA™, CFP®, CPWA®)

Levi Sanchez focuses in the
following client markets or areas of practice:

Alternative or Private Investments

AUM

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Millennial Wealth specializes in helping young professionals and technology industry employees with their financial planning and investment management needs. Our planning process is comprehensive, ranging from understanding clients long-term and short-term goals, their behaviors around saving, spending, and investing, and lastly their tolerance for risk.

Common needs we assist clients with are ranging from the following but not limited to:

-What should I do with my restricted stock units?

-I inherited a windfall of cash, what should I do with it?

-I want to start saving for my child's college expenses, what's the best way to do so?

-I plan on getting married soon, what are the financial implications?

-I want to buy a home in X amount of years, how much will I need for what I'm looking for?

Visit us at millennialwealthllc.com and schedule a free consultation today!

Additional Information

Levi is also a part of XY planning network, an organization committed to helping support fee-only financial planning firms that serve gen x and gen y clients and their particular needs.

In his spare time, he enjoys snowboarding, basketball, golf, and spending time with family and friends. His passion for helping people and interest in money and investing led him to become a financial advisor soon after graduating college. Once the opportunity came about to develop a firm that could serve his peers and truly commit to the best interests of the client, he jumped onboard.

Connect with Levi on LinkedIn

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