Loren Sanchez
,
Wealth Management Advisor
401 Union St
Seattle, WA 98101
206.464.4338
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Comprehensive wealth management requires a team of professionals to deliver a world-class experience.  Please visit our team site to learn more about us. fa.ml.com/chavez-associates
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Me
Welcome

Thank you for visiting. We would welcome the opportunity to serve you if our philosophy and approach are aligned with your vision of a wealth planning collaboration.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Loren Sanchez is registered to do business in AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, WY.