Paul Sanchez, CFP®
McLean, Virginia, 22102
Member Since 2006
Straight-forward, objective advice that brings peace of mind...that is our top priority for our clients. We have the knowledge and creditials to help clients assess their current financial situation and implement the best strategies to reach their goals. Are you saving enough for retirement? Are your investments too risky? Do you have enough insurance? Do I really need a will? Are you doing everything you can to lower your federal taxes? Get the peace of mind you deserve by scheduling an appointment.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Texas Tech University (B.S. Financial Planning)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
Types of Financial Reports
- Performance Report (Monthly)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 2999412
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Paul G. Sanchez
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Maryland
- Virginia
- WDC
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Stock Options, 401(k) Allocation, Life Insurance Needs Analysis
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, 401(k) investment options selection
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
Visit Website - http://www.SZadvisors.com
