Levi Sanchez

CFP®
Personal Finance, Retirement, Lifestage Based Planning
94%
Helpful
84
Answers
7
Articles
11
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“As the Co-Founder of Millennial Wealth, Levi Sanchez provides fee-only, fiduciary, financial planning and investment management services to young professionals, families, and tech employees across the country. ”
Firm:

Millennial Wealth

Job Title:

Co-Founder, Financial Planner

Biography:

A millennial himself, he's lived through many of the same experiences as his clients and understands first-hand their struggles and successes. Having worked with older generations and high net worth clients as well, he understands the impact financial planning can have the earlier you start.

Prior to launching Millennial Wealth, he started his career as a financial advisor at a bank-run wealth-management firm. Over the course of 3 years at the firm, he realized Millennials, for the most part, aren't able to access professional financial planning and investment management services.

He saw an enormous need to make these services available to the Millennial generation. Time is our greatest friend when it comes to building wealth. The earlier Millennials put a financial plan in place, monitor, and track towards goals, the greater the impact it can have.

Levi grew up in Eastern, Washington, and 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 girlfriend.

Fee Structure:

Monthly
Asset-Based

CRD Number:

6342619

Disclaimer:

Millennial Wealth is an Investment Adviser registered with the State of Washington. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. We do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. The information provided is subject to change without notice.

Videos
  • What do Financial Planners do?
  • Financial Planning For Millennials
All Articles
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last month
    IRAs, Retirement Savings, Retirement Plans
4 weeks ago
    Choosing an Advisor, Financial Planning
2 weeks ago
    Lifestage Based Planning, Financial Planning, Investing, Retirement, Debt
last month
    Stocks, Investing, Asset Allocation
January 2018
    Financial Planning, Personal Finance, Retirement Savings

All Answers
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    Debt, Personal Finance
Will a debt consolidation loan lower my credit score even more than what it is now with my debt from three credit cards?
100% of people found this answer helpful

The new loan could temporarily reduce your credit. The reason is it makes your average credit age younger, meaning adding an account with no history of payments is viewed as higher risk. However, if consolidating at a lower interest rate will help you pay off the debt faster, lowering your credit score temporarily shouldn't be of concern. The key is to make sure you're making payments towards reducing the balance of the debt on time every month. Over time, that will improve your credit score. 

Best,

3 days ago
    Debt, Marriage / Divorce, IRAs, Real Estate, Taxes
What's the best strategy for withdrawing funds from my Roth IRA to pay back taxes I owe on my home?
100% of people found this answer helpful
4 days ago
    Marriage / Divorce, IRAs, Real Estate
Do I have to pay my spouse, who I am divorcing, the money that he cashed out of his IRA and inheritance and used as a down payment on our house?
100% of people found this answer helpful
6 days ago
    401(k), Taxes
How do taxes on 401(k) withdrawals work?
100% of people found this answer helpful
4 days ago
    Investing, Taxes
Do you pay capital gains tax on the amount of interest you've earned on the amount withdrawn, or the full amount you withdraw?
83% of people found this answer helpful
last month