Jose Sanchez (CFP®, RICP®)
Jose Sanchez focuses in the
following client markets or areas of practice:
- Annuities
- Baby Boomers
- College/Education Planning
- Estate & Generational Planning Issues
- Federal Employees
- Financial Psychology/Coaching
- Annuities
- Baby Boomers
- College/Education Planning
- Estate & Generational Planning Issues
- Federal Employees
- Financial Psychology/Coaching
Planning Specialties
Flat-Fee Financial Planning>/p>
Fee-only Financial Planning
Hourly Financial Planning
Additional Information
It is an honor to be a CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement planning for individuals who are sandwiched between aging parents and growing kids. I get it! I have 3 demanding kids and parents who deserve our love and care. I am empathetic in planning for individuals whose parents have been diagnosed with Alzheimer's disease.
I have enjoyed sharing free resources through my website https://josevsanchez.com/free-resources
I also launched the podcast Bad Ass Retirement! Yeah, I know it sounds edgy but it is resourceful with great planning tips and resources. https://badassretirement.buzzsprout.com/
NAPFA Start Date
July 05, 2022
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