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™, 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.
Recently Published
A Guide to Private Company Equity Compensation
April 7, 2022Technology company start-ups or private companies oftentimes use potentially extremely valuable equity compensation as a way to attract a talented workforce away from their “less risky” larger public company counterparts. If you’re considering a job offer or currently work for a private company that provides Incentive Stock options or Restricted stock/stock units as part of …
How to Maximize Your Company’s ESPP Plan
January 15, 2021ESPP 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 …
Unusual To-Do’s Before Your Next Trip
October 29, 2020I 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; it’s …
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%