Our Team

Meet Our Team

Noel Sanchez

Teams

  • Team Paracle

Locations

  • Mercer Island

Roles

  • Client Services
  • Wealth Strategy Group

Noel Sanchez, CFP®

Senior Wealth Management Associate

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.

HOBBIES

Skiing is one of my favorite hobbies and a great way to stay active during the winter. Plus, weekend skiing trips to Whistler/Park City/etc. with friends are always so much fun! I also like going to UW football games, watching sports (Seahawks/Sounders), drinking wine, playing board games, playing soccer, and watching movies.

Recent Article Contributions

  • April 24, 2023

    Clean Up Beneficiary Designations to Avoid These Common Mistakes

    If you’re like most people, chances are the only time beneficiaries have crossed your mind was when you were opening some type of financial account, signing up for life insurance or contributing to a retirement account offered through your employer. Since these opportunities come up infrequently, we can all benefit from a regular review of [...]

    Noel Sanchez
    Contributions from: Noel Sanchez, CFP®