John Sanchez

With over 30 years of experience in financial services, John Sanchez offers a rare combination of tax expertise, investment insight, and a heartfelt commitment to protecting his clients’ wealth. More than just an advisor, John serves as a trusted partner to individuals and families who want clarity, confidence, and control over their financial future. After starting his career as a Tax Examiner for the IRS and Controller at Coca-Cola, John found his true calling in financial advising. His time with UBS and Morgan Stanley as a stockbroker and investment manager shaped his comprehensive, client-centered approach—one that focuses on delivering strategies tailored to each client’s unique goals and values. His mission is simple: to help clients build, preserve, and pass on their wealth through thoughtful, tax-efficient strategies—always grounded in trust, integrity, and respect for the legacy they’ve worked so hard to create.