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

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• 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

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.