Fernando Sanchez
Thoughtful wealth management for global families, addressing both the financial and emotional complexities of affluence
- Role
- Manager - Wealth Management at Aspiriant
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Fernando Sanchez
My passion for helping people, creative problem-solving, and a desire to make a meaningful impact led me to pursue a career in wealth management. I believe strongly in a client-first approach and find deep fulfillment in helping individuals and families connect their wealth to their vision, values, and long-term goals through comprehensive financial planning.As a Wealth Manager at Aspiriant, I support and lead teams within the firm’s Exclusive Family Office group, partnering closely with wealth managers and directors to deliver highly personalized, high-touch service to ultra-high-net-worth families. My work spans the full wealth planning process—from gathering and analyzing complex financial data to developing net worth statements, cash flow analyses, and long-range projections aligned with personal goals. I assist in preparing tax projections, investment analyses, and sophisticated wealth transfer strategies, and regularly participate in client review meetings. I am also deeply involved in the day-to-day execution of planning recommendations, including philanthropic planning and foundation management.My approach to advising is thoughtful, strategic, and deeply personal. I specialize in integrating charitable giving, advanced income and estate tax planning, multigenerational wealth transfer, and tailored investment management to help families preserve, grow, and purposefully transfer wealth across generations. I earned a Bachelor of Science with a joint major in Mathematics and Economics from the University of California, San Diego, and graduated with distinction from UCLA’s Personal Financial Planning program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent—the highest credential awarded by the IRS. I am also an active member of the Financial Planning Association and the Southern California Council of Charitable Gift Planners.Outside of work, I enjoy playing guitar, reading, and attending the symphony and opera with my wife, Anais. Most of all, I value spending time with her at church, at the beach, and with family. I am deeply engaged in the Greater Los Angeles community and regularly volunteer with organizations that promote financial literacy, provide pro bono financial planning, and expand student access to the performing arts. I serve on the Board of Directors for both the Southern California Council of Charitable Gift Planners and the Opera League of Los Angeles, where I act as Treasurer. Important Disclosures: http://ow.ly/vBMiR
Experience
Manager - Wealth Management
Mar 2024 — Present · Los Angeles, CA, US
Serve as senior advisor and primary relationship lead and lead teams for high-net-worth and ultra-high-net-worth clients, delivering holistic wealth management solutions across investments, tax, estate, and cross-border financial planning-Lead the design and execution of complex wealth plans, coordinating closely with investment, tax, estate, and operations teams to address tax exposure, asset structuring, and cash flow needs- Act as trusted advisor to clients and families on sophisticated planning matters, including income and estate tax strategies, insurance structuring, capital sufficiency analysis, and multi-generational wealth transfer- Drive client growth and retention through relationship expansion, referrals, and new business development, proactively identifying planning opportunities and delivering a consistently high-touch client experience.
Education
UC San Diego
Bachelor of Science, Joint Major in Mathematics and Economics
2009 — 2011
UCLA
Certificate in Personal Financial Planning
2013 — 2016
Santa Monica College
Associate of Arts, Liberal Arts and General Science
2007 — 2009
Skills
- Accounts Receivable
- Accounting
- Research
- Budgets
- Finance
- Microsoft Office
- Stata
- Quickbooks
- Matlab
- Investments
- Money Guide Pro
- Mutual Funds
- Economics
- Data Analysis
- Mathematics
- Analysis
- Financial Analysis
- Stocks
- Leadership
- Time Management
- Statistics
- Quantitative Data
- Microsoft Word
- Linear Algebra
- Multivariable Calculus
- Econometrics
- Microsoft Excel
- Powerpoint
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