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

Senior Wealth Advisor, Director

Newport Beach, CA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant®
  • Retirement Income Certified Professional®
  • Accredited Investment Fiduciary®

 

Work Experience

  • Joined MAI in 2020, bringing 25 years of industry experience
  • Was a Wealth Financial Advisor at Bank of the West where he worked with high-net-worth individuals and business owners focusing on financial planning, investment planning, portfolio management, estate planning, and insurance strategies

 

Life Outside of MAI 

  • Live in Orange County with his wife, Gina, where they enjoy spending their time with friends, family, and traveling
  • Active within his church and community volunteering at various charities

 

Education

  • University of California, Santa Barbara, BA in Business Economics

We look forward to learning about your financial goals.

CONTACT