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Frank Sanchez, CFP®, ChFC®, RICP®, AIF®

Director

Irvine, CA

Frank is Director at MAI based out of the Irvine, California office. He joined the firm in 2020, bringing 25 years of experience to the firm. Prior to MAI, Frank was a Wealth Financial Advisor at Bank of the West to high net worth individuals and business owners focusing on financial planning, investment planning, portfolio management, estate planning and insurance strategies. He earned his BA in Business Economics from the University of California. Frank is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant®, Retirement Income Certified Professional® and Accredited Investment Fiduciary® designations.