Natali M. Sanchez
Financial Advisor @Edward Jones
San Luis Obispo County, CA, US
EMAILS
n••••••••@edwardjones.com
MOBILE NUMBERS
+16•••••••44
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WORK HISTORY
Jun 2015 — Present
Financial Advisor @Edward Jones
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SKILLS
Customer ServiceWealth StrategiesEstate ConsiderationsRisk AssessmentStrategic PlanningPortfolio ReviewLeadershipDivorce FinancesRetirement Income StrategiesEstate and Legacy StrategiesLife InsuranceAsset AllocationWealth Preservation Strategies401k OptionsInvestmentsLgbt Financial StrategiesManagementFinancial Analysis
ABOUT NATALI M. SANCHEZ
I help people design financial lives that feel grounded, intentional and aligned with…
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