People seeking a financial advisor are often in transition. Maybe you’ve changed careers and need to understand your options for your 401(k); maybe you are becoming a parent or planning your estate. Even the most successful people find transitions difficult and can feel vulnerable. If this sounds relatable, allow me to introduce myself and share four reasons why my clients chose me as their financial advisor:
Edward Jones is uniquely positioned to help you. We attribute a great deal of our success to our principles and personal long-term approach to investing. Edward Jones has a very personal feel that's almost like family.
Trust. How many people in your life know how much you earn or how much you have saved? If viewed as successful in your field or fiercely independent, are you able to admit if you need clarification about various aspects of investing? Don’t worry, I know that honest conversations about money can be uncomfortable. It’s why so many of my clients have become friends.
30-plus years in Corporate America. I bring my MBA and my entire career journey to my role as a financial advisor. I was an Edward Jones client first. So, I’ve been in your seat. I relied on a life-changing financial advisor to map out a retirement plan using a host of investment options.
Welcoming. That first consultation with a financial advisor can be scary for some. Maybe your retirement portfolio isn’t where you think it should be. Maybe you made regrettable decisions investing on your own. Don’t worry. I know that life happens. I respect and value the unique experiences and perspectives each client brings with them. I will meet you where you are and help you build a plan designed to take you where you want to be. Call and feel free to interview me!
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
- Entrepreneurs & Business Owners
- LGBT Finances
My Personal Interests
- Community Outreach
Phone NumberPenny Sanchez at (757) 321-1862
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