Having joined Financial Architects in early 2011, Nick Sanchez guides his clients through a Macro Financial Planning process, which measures efficiencies in their entire financial world. The process is designed to identify cash outflows that can be captured and put to use in a more productive manner.
With considerable expertise in investment advising and portfolio management, Nick served as an investment specialist with an independent firm, overseeing more than 50 registered representatives, prior to joining Financial Architects.
Nick graduated Cum Laude from Central Michigan University with a major in Personal Financial Planning and a minor in Corporate Finance. He earned his Certified Financial Planner™ certification in March 2013 and is a licensed CFP® practitioner.
Nick has a passion for partnering with individuals as their trusted financial advisor because it enables him to work with people, face-to-face, to secure a demonstrably better future for them than had they never been introduced. He is guided by a philosophy that believes that the danger is not in setting your goals so high that you fail to reach them, but rather it’s to set your goals too low and reach them all.