Levi Sanchez, CFP®, BFA™ Millennial Wealth

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About Levi Sanchez, CFP®, BFA™, CPWA®

Levi is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED PRIVATE WEALTH ADVISOR®, and BEHAVIORAL FINANCIAL ADVISOR™ professional.

He grew up in Eastern, Washington, and has lived in Seattle since 2014. He’s always had an interest in personal finance, investing, and money. He’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife.

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Recently Published

How to Maximize Your Company’s ESPP Plan

January 15, 2021

ESPP or employer stock purchase plans, as they’re commonly known, are a common employee benefit within the tech industry. As the name implies, they allow employees to purchase stock of the company at a discounted price. For example, rather than purchasing the stock outside of the plan for the market price, ESPP’s might apply a …

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Unusual To-Do’s Before Your Next Trip

October 29, 2020

I had been accepted to speak at a conference in Norway.  Last minute (awfully routed) ticket – check; connecting with friends of friends for a free place to stay (and some local guides) – check; conference sign-up and presentation – check, check! Bergen is beautiful.  April is not necessarily the best time to go there; …

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5 Important Money Questions to Ask Your Parents

October 29, 2020

Discussing money with your parents can be a hard topic to approach. Depending on the family dynamic, it may or may not be a subject that was ever breached growing up. Money has and continues to be a taboo subject even between family members. Despite this, it’s more important than ever to have money conversations …

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • IT Professionals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $175+/mo
  • Assets Under Management: 1.00%

 

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