Matthew C. Sanchez
Private Wealth Advisor, CFP(R), CEPA(R)
Matthew Sanchez is sometimes referred to by clients as one of the "best kept secrets" when it comes to finding quality private wealth guidance. He accepts new clients mostly by word of mouth and enthusiastic referrals from exisiting clients.
With over 8 years of experience helping business owners, professionals, and affluent families, he helps clients take control of their financies and enjoy an abundant, meaningful, and fully-funded lifestyle. Matt takes pride in following basic principles like treating people right, telling it like it is (regardless if it results in new business), and making financial planning an enjoyable process.
As a Private Wealth Advisor, Matt's role is to build a close relationship with clients that encompasses and enriches many aspects of their lives, including their wealth objectives and their non-financial needs and priorities. He takes time to know clients and their family's unique story - their needs, goals, values, and dynamics.
Being independent (e.g., not tied to a bank, brokerage firm, or insurance company), Matt searches for solutions on the public and private markets, so he can truly run a practice that has his clients' best interest at the front of every important decision that needs to be made. Matt assists clients in making wise and practical financial decisions and guides them in the proper management of their financial resources.
Prior to joining Biechele Royce Advisors, Matt was an advisor at both TD Ameritrade and Charles Schwab & Co. He received his Bachelor of Arts in Business Administration from California State University, Fullerton. He is also a Certified Financial Planner TM and a member of the Wealth Strategy Committe.
Matt and his team make sure their clients know what's going on every step of the way. He won't pass you off to an assistant, the new guy, or someone you've never met. If you are accepted as a client, you'll deal directly with Matt, one on one - and he's committed to taking care of his clients first; everything else comes second. His commitment and service to his clients are what make him stand out.
Active in the community, Matt maintains a meaningful balance between family, community, and professional activities. He also teaches workshops at various events and organizations about how couples and families can be successful in planning, building, and managing their wealth.