Levi Sanchez, CFP®, BFA™ Millennial Wealth
- 500 Yale Avenue N, Seattle, WA 98109
- (206) 207-8426
- levi@millennialwealthllc.com
- https://millennialwealthllc.com
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
Recently Published
3 Money Saving Tips for College
May 13, 2019With the ever-increasing costs of college, starting to save for a child’s college expenses can feel like a daunting endeavor. Not to mention balancing saving for college with the myriad of other financial priorities you or your family may be working towards such as your own long-term financial security. However, as with any financial goal,[...]
The post 3 Money Saving Tips for College appeared first on Millennial Wealth.
Unusual To-Do’s Before Your Next Trip
May 1, 2019Guest Post By Shreya Lay — Estate Planning Attorney 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[...]
The post Unusual To-Do’s Before Your Next Trip appeared first on Millennial Wealth.
Financial Checklist for Newlyweds
April 30, 2019Of the many exciting and potentially stressful items on the to-do list prior to or after getting married, is to organize joint finances. Hopefully, conversations around finances have already been had prior to getting married so that each spouse has a good idea of the other’s financial situation. Having these conversations are extremely important because[...]
The post Financial Checklist for Newlyweds appeared first on Millennial Wealth.
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
