Levi Sanchez, CFP®, BFA™ Millennial Wealth
- 500 Yale Avenue N, Seattle, WA 98109
- (206) 207-8426
- yriv@zvyyraavnyjrnyguyyp.pbz
- 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
What is the After-Tax 401(k)?
January 23, 2020The 401(k) has become synonymous with retirement. It’s the primary type of account used to save for retirement in today’s corporate world. Most are aware of the tax benefits a traditional 401(k) provides along with often generous “matching contributions” made by employers to encourage saving. However, one potentially overlooked 401(k) option by both employers and[...]
The post What is the After-Tax 401(k)? appeared first on Millennial Wealth.
How to Maximize Roth Conversions
August 22, 2019Roth 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.
How to Create Your Own Investment Portfolio
July 12, 2019Creating 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.
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
