Noel Sanchez, CFP®

As a Senior Wealth Management Associate, Noel uses analytical tools and analysis to ensure that financial plans are documented and achievable. His goal is to help communicate this to the Lead Advisor and the clients we serve. He continually reviews investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives. Additionally, he reviews plan progress over time and works with Lead Advisors to help monitor, implement, and communicate that progress to ensure the families we serve feel confident in all aspects of their financial life. 

Noel has always had an interest in financial planning and wanted to work for a firm that provides the conflict-free financial planning environment that allows for a focus on the planning and not have any decisions dependent on compensation. Our team truly focuses on the client and upholds its fiduciary responsibility. Noel holds his Series 63 and Series 66 licenses, and Certified Financial Planner designation. 

While it can be stressful during difficult financial markets, he loves when a plan comes together, and he can help a client reduce stress while improving the probability that they will meet their goals. The care he has for his clients and the desire to do great work is what drives him every day. 

He feels the best part about being a member of our team is the teamwork culture. Working with others really allows us all to do our best – whether it’s internal colleagues or great partners with specialties outside the firm. Our job is to bring it all together for clients to ensure they get good advice to help them accomplish what’s important to them. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.