Hello! My name is Alberto Sanchez, and I am the newest team member at LifePlan Group! I served in the United States Marine Corps Active Duty for 4 years as an Aviation Operations Specialist.
Upon my separation from the military, I married my wife, Chloe, in 2019 and began my financial industry experience with Wells Fargo as a bank teller. Shortly after I began learning more about investments and retirement planning, I decided to make the move over to Fidelity Investments which I gained more exposure and was able to achieve getting my licenses to become a Registered Associate. During my time with the firm, I was able to assist all levels of clients and provide investment options for both retirement and personal accounts. I assisted clients with planning, knowledge and different products that were available to them. After roughly 3 years with Fidelity, I was offered and opportunity to be a part of an Investment Group with Truist Wealth. I managed to get my Series 66 while assisting clients and advisors with retirement account requests and planning. I am now excited to be a part of LifePlan Group and assist Alex and Rob with implementing your retirement plan to achieve your goals.I’m looking forward to getting to know all our clients in the years to come!
