Levi Sanchez

CFP®
Personal Finance, Retirement, Lifestage Based Planning
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163
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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
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June 2018
    Stocks, Career / Compensation
June 2018
    Personal Finance, Financial Planning
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    Insurance, Retirement Savings
May 2018
    Banking, Financial Planning, Personal Finance, Starting Out
May 2018
    Investing, Asset Allocation

All Answers
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    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

If the only option is to withdraw from your Roth IRA there isn't much strategy to apply, unfortunately. All contributions (20,000) made to your Roth can be withdrawn tax and penalty free. The remaining $45,000 would be subject to a 10% penalty and income tax.

Best,

April 2018
    Choosing an Advisor, Taxes
How do I find the right financial advisor for me?
100% of people found this answer helpful
May 2018
    College Tuition, Debt
What is the most effective way to pay off my deferred student loans?
100% of people found this answer helpful
May 2018
    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
April 2018
    401(k), Taxes
How do taxes on 401(k) withdrawals work?
100% of people found this answer helpful
April 2018