wiseradvisor

Ron Sanchez CFP®
Viewpoint Financial Network

Tel: (925) 227-8858
7011 Koll Center Pkwy, Suite 260
Pleasanton, CA 94566
Viewpoint Financial Network | Financial Advisor in Pleasanton ,CA

About Viewpoint Financial Network

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.


General Information

Firm Start Year:   1990
No.of Employees:   10-19
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


Services

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 Information

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


Compliance

Registered Representative:   Yes
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


Board Positions

Organization:  National Association of Insurance & Financial Advisors  Mt. Diablo
Position :  Chairman
Duration :  6/1/2004-6/1/2007


Education

Bachelor of Science - Psychology  University of California, Davis - Davis, CA
9/1/1994-06/01/1997




Disclaimer

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.

Ron Sanchez CFP®

Ron Sanchez CFP®

CDFA®, LUTCF®

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.

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My Services

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.


Portfolio Management

The essence of portfolio management is getting your highest rate of return given your level of risk.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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