Advisor profile


My approach

Dawn Sanchez - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Dawn Sanchez - My approach photo

Areas of focus

  • Cash Flow Management Strategies
  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • RICP® Retirement Income Certified Professional®
  • Series 7
  • Series 66

Education

  • BA Bachelor of Arts, San Francisco State University

Interests

  • I believe in giving back and I make it a point to volunteer on regular basis.
  • I love my labradoodle and will do anything for him.
  • I enjoy yoga, sailing on the San Francisco Bay, bike riding on Ponte Vedra Beach and hiking on Mount Tam in Mill Valley and Little Talbot Island near Jacksonville.
  • I am interested in health and nutrition. I am learning to cook a variety of food from raw vegan to barbeque.

Community participation

I have volunteered for Leukemia Lymphoma Society (LLS), directly and by raising funds by participating in Team in Training for the San Francisco Nike Women's Half Marathon twice. I received 2 medals in the form of Tiffany pendants for the completion.