Levi Sanchez
CFP®, CPWA®, BFA™
Millennial Wealth, LLC
Founder, Financial Planner
Levi Sanchez
CFP®, CPWA®, BFA™
Millennial Wealth, LLC
Founder, Financial Planner
We provide Financial Planning for Millennials as Fee-Only Financial Advisors. Regardless of your current situation, you have the power to control your money and your future. Get started today. - Levi Sanchez, CFP®, CPWA®, BFA™
Fee-Only Financial Planner located in Seattle, WA, serving young professionals and tech employees locally and across the country
Levi Sanchez is a Seattle, WA fee-only financial planner. Millennial Wealth provides comprehensive financial planning, investment management, and tax planning to help high net worth individuals and families in the tech industry organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Levi Sanchez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Levi Sanchez is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED PRIVATE WEALTH ADVISOR®, BEHAVIORAL FINANCIAL ADVISOR™, professional. He's the founder of Millennial Wealth, a fee-only financial planning firm for young professionals and tech industry employees. He is an avid sports fan, personal finance and investing geek, and enjoys a great TV show or movie. His mission is to help educate his generation about better money habits and provide financial planning services to those who want to start planning for their future today!
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. 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.
Levi Sanchez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
About Us
As Millennials ourselves, we’ve lived through many of the same experiences our clients have and understand first-hand their struggles and successes. Having worked with older generations as well, we understand the impact financial planning can have the earlier you start.
Prior to launching Millennial Wealth, we started our careers as financial advisors at two of the largest wealth-management firms. Over the course of 3 years at our respective firms, we realized Millennials, for the most part, weren’t able to access professional financial planning and investment management services.
We saw an enormous need to make these services available to our generation. Time is our greatest friend when it comes to building wealth. Financial planning can make the greatest impact the earlier you begin.
About You
You’re a mid-to-late twenties or early-thirties professional making more money than you’ve ever made before. Perhaps you have student loans, were recently married, have excellent benefits, such as stock options, or want to start saving for that first home purchase.
You realize you need direction and clarity in your financial life because you have high aspirations for yourself and want to maximize your financial decisions. You care deeply about living a life that is full of meaning, purpose, and memorable experiences. That’s when you come to us.
Together, we get to the root of what is most important to you and the role money plays in that picture. Do you wish to retire early? Start a business? Or, perhaps, travel the world? Maybe you want to get out of debt. Whatever your goals may be, we can help you get there.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Stock Options, RSU’s, ESPP’s
- Cash Flow and Budgeting
- College Education Planning
- Tax Planning
- Behavioral Financial Advice
Ideal Clients
- Tech Industry Employees
- Growing Families
- Sudden Money Situations
- High-Net Worth
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Levi Sanchez is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Levi Sanchez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Levi Sanchez is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Levi Sanchez is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
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Levi Sanchez is a Behavioral Financial Advisor™ (BFA™)
Financial advisors earning the Behavioral Financial Advisor™ certificate have completed the certification program to help mentor and coach clients in their financial decisions, and offer a holistic approach to strengthen the advisor-client relationship using an integrated approach founded on self-awareness, demonstrating how traditional finance practices are influenced by psychology and neuroscience.
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Levi Sanchez - Just Out of College? Now Is the Time to Take Stock of Your Finances
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Levi Sanchez - Experts Share Their Secrets For Success In Volatile Markets
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Levi Sanchez is Published on Business Insider
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Levi Sanchez is Quoted on NerdWallet.com
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Levi Sanchez is Published on Nasdaq.com
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Levi Sanchez is Quoted in US News and World Report
Contact Levi Sanchez
Office Locations:
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3518 Fremont Ave N
#443
Seattle, WA 98103
