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

Guide to Capital Gains Taxes

November 16, 2022

Capital gains are taxes that all investors need to be knowledgeable of. Whether you invest in stocks, bonds, real estate, etc., capital gains taxes must be paid once the investment is eventually sold. Using tax planning or basic knowledge of capital gains taxes can help you prepare for the eventual tax bill without getting surprised. …

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Questions to Ask Your Parents About Their Estate Plan

November 10, 2022

As financial advisors, we constantly talk to clients about what’s next in their lives. Mainly, that revolves around retirement planning, cash flow management, equity compensation reviews, what’s important to them, where they want to travel, what they want to accomplish, etc. As part of our comprehensive advice, we often need to discuss their estate plan …

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Millionaire Money Habits

November 4, 2022

Creating habits regarding money management, or anything in life for that matter, will drastically improve your chances of achieving a goal. Millionaires, in particular, typically abide by certain habits, sometimes consciously and other times due to creating similar habits in other areas of their life, resulting in their ability to achieve a net worth greater …

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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: $225+/mo
  • Assets Under Management: 1.00%

 

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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