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

A Guide to Private Company Equity Compensation

April 7, 2022

Technology 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 …

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How to Maximize Your Company’s ESPP Plan

January 15, 2021

ESPP 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 …

How to Maximize Your Company’s ESPP Plan Read More »

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Unusual To-Do’s Before Your Next Trip

October 29, 2020

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 is not necessarily the best time to go there; it’s …

Unusual To-Do’s Before Your Next Trip Read More »

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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%

 

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