RON SANCHEZ, CFP®, CDFA®, LUTCF, WEALTH ADVISOR, PARTNER
VIEWPOINT - WALNUT CREEK
As a financial resource to people since 1999, my ideas revolve around making money, saving money, and protecting your wealth. I started with Viewpoint Financial Network in 2017 where I help people make smart choices about money.
The comprehensive financial plans I help develop include a coordinated analysis of where you are regarding your financial goals—protecting your assets, wealth accumulation, mitigating taxes, obtaining financial freedom, and estate planning. We will assist with in-depth analysis, create personalized recommendations, and help implement a detailed action plan uniquely tailored to you.
In addition to fee-based advice, I offer advice in specific areas of your financial life. I am insurance licensed and can offer a variety of insurance products through multiple carriers.
I love to spend time with my wife and two kids.
CERTIFIED FINANCIAL PLANNER™ Professional
FINRA Series 6, 7, 63, and 65 securities registrations held through Commonwealth Financial Network
BS, University of California, Davis
Life Underwriter Training Council Fellow designation
Investment Adviser Representative
Member of Million Dollar Round Table*
Past board member, NAIFA, Mt. Diablo
CA Insurance License #OC77985
Assistant to Ronald Sanchez: Eunice Ho | 925-227-8858 | [email protected]
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.