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Dennis Sanchez, Financial Advisor

FINANCIAL ADVISOR
Dennis Sanchez

AAMS™
167 Boatyard Dr, Fort Bragg, CA 95437opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • New Investors
  • Business Retirement Plans

About Dennis

Everything in life starts with a first step. The most important first step in a financial relationship is fully understanding what is most important to you. Only after we have a clear understanding can we develop a strategy to meet your goals. This relationship sets the stage for a long-term strategy tailored towards you. Whether you're planning for retirement, planning in retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you love, we can work together to develop specific strategies to help you achieve your goals. I love partnering with...

Work History

  • Edward JonesSeptember 2022 to Current
  • Partners MortgageMarch 2022 to August 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State Univ-SacramentoBachelor of Arts

Team Members

  • Susie Grimes
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(707) 961-0641

Fax

(888) 350-8882

Office Address

167 Boatyard Dr
Fort Bragg, CA 95437opens in a new window

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