Levi Sanchez, CFP®, BFA™ Millennial Wealth

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About Levi Sanchez, CFP®, BFA™

Levi is a Certified Financial Planner™ and Behavioral Financial Advisor™. As Founder of Millennial Wealth, Levi’s mission is to help spread financial literacy and provide financial guidance to his generation.

Millennial Wealth provides financial planning services to young professionals, families, and tech employees to improve their finances and enhance their lives. We designed a financial planning process that incorporates not only financial goals but also your LIFE goals. Do you wish to retire early? Start a business? Or perhaps, travel overseas twice a year? You can set yourself up for a life full of happiness and success by clarifying, tracking, and taking action towards these goals right NOW. The earlier you start planning, investing, and tracking towards your goals, the more likely they are to become a reality.

We help maximize equity compensation such as RSU’s, stock options, or ESPP’s. We also help newly married couples merge their finances and envision their goals together. Whether that’s saving for a downpayment, traveling the world, or retiring early.

We’re located in Seattle, WA. If you’re located elsewhere, that doesn’t mean we can’t help! We have the technology in place to meet virtually, communicate via phone, email, or even text. Please don’t hesitate to reach out and ask questions.

Levi grew up in Eastern, Washington, and has lived in Seattle since 2014. He’s always had an interest in personal finance, investing, and money. As his friends will tell you, he’s the most dominant Monopoly player they’ve ever played against. 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 bingeable Netflix shows with his girlfriend

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Recently Published

How to Maximize Roth Conversions

August 22, 2019

Roth conversions are a powerful tool to utilize for various reasons when it comes to maximizing retirement savings. A Roth conversion is an essential part of the back-door Roth ira strategy (for high-income earners) who otherwise can’t make a direct contribution to a Roth. It’s also a strategic way to “max out” marginal income tax[...]

The post How to Maximize Roth Conversions appeared first on Millennial Wealth.

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How to Create Your Own Investment Portfolio

July 12, 2019

Creating your own investment portfolio or strategy boils down to a few key principles. The key topics we’ll cover in this article include tax-efficiency, time horizon, assessing risk tolerance, and diversification. Once you have a solid understanding of how these topics apply to your situation, creating a customized portfolio in pursuit of your goals can[...]

The post How to Create Your Own Investment Portfolio appeared first on Millennial Wealth.

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5 Important Money Questions to Ask Your Parents

June 7, 2019

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[...]

The post 5 Important Money Questions to Ask Your Parents appeared first on Millennial Wealth.

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Ideal Clients

  • Couples
  • Gen Y/Millennials
  • Technology Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150/mo
  • AUM: 1%

 

SEC Records

States Registered

  • Washington

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