Natali M. Sanchez

Financial Advisor | Certified Private Wealth Advisor® Financial Advisor | Professional | Passionate about Purpose & Impact

Role: Financial Advisor at Edward Jones
Location: San Luis Obispo County, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Natali M. Sanchez

I help people design financial lives that feel grounded, intentional and aligned with…

Experience

Financial Advisor
Edward Jones
Jun 2015 — Present

Skills

Customer Service
Wealth Strategies
Estate Considerations
Risk Assessment
Strategic Planning
Portfolio Review
Leadership
Divorce Finances
Retirement Income Strategies
Estate and Legacy Strategies
Life Insurance
Asset Allocation
Wealth Preservation Strategies
401k Options
Investments
Lgbt Financial Strategies
Management
Financial Analysis

Contact information

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Work email
n••••••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••44

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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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