We are a California-based wealth management firm with more than 30 years in the business, advising over $900 million in client assets, serving over 1,100 households.
Combining good people with the best technology is what distinguishes how clients experience us. We have structured the way we work with clients to serve them on their time. Our highly sophisticated technology works in the background so that our team can meet you where you are in life with a service that is highly personalized, nimble, and uncomplicated.
|Firm Start Year:||1990|
|Name of Broker/Dealer:||Commonwealth Financial Network|
|Name of Custodial Firm:||National Financial Services|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Mutual Funds, Bonds, Stocks, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email, Via phone, At my office, At your home, Video Conference, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Annuity, Disability, Variable Annuity, Variable Life, Long Term Care|
|Firm's Number of Clients:||1100|
|Assets Managed by Firm:||516,599,635|
|Advisor's Number of Clients:||132|
|Advisor's Number of Managed Clients:||73|
|Assets Managed by Advisor:||19,226,338|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Hourly, Based on Assets|
|Fee % Based on Assets:||1.00-0.65|
|Minimum Fee Charged for Managed Accounts:||0.65|
|Organization:||National Association of Insurance & Financial Advisors Mt. Diablo|
|Bachelor of Science - Psychology||
University of California, Davis - Davis, CA
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, MT, NJ, NV, NY, OR, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Ron Sanchez, CA Insurance Lic. # 0C77985 is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
As a financial resource to people since 1999, my ideas revolve around making money, saving money, and protecting your wealth. Since then I've had a focus of helping people make smart choices about money. The comprehensive financial plan includes 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 an in-depth analysis, create personalized recommendations for you. We believe in helping our clients and community live their best life. This is how I live a life of significance.
Financial Planning for Businesses
We make sure everything is working in unison so you can always maintain and improve your quality of life and those you with to help. Our advantage is understanding our clients. Your goals, objectives and what keeps you up at night drive our actions and recommendations. We make life simpler.
Financial Planning for Individuals
When our clients are seeking advice our advantage is understanding our clients. Your goals, objectives and what keeps you up at night drive our actions and recommendations. We make life simpler. In addition I also support financial issues related to divorce.
The essence of portfolio management is getting your highest rate of return given your level of risk.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|