Oscar Sanchez

Financial Planning Assistant

Oscar Sanchez is a highly motivated team player for the firm. As a recent graduate, Oscar continues to learn about our industry. Oscar prides himself as a lifelong learner. He is constantly learning something new to benefit the team and our clients.

Oscar graduated from Sonoma State University in the fall of 2018 with a degree in Business Administration and emphasis in Finance. He Started in this firm as an intern in spring of 2018. His responsibility has grown to coordinating quarterly billing, organizing statements, and updating account transactions and client information.

Oscar has lived in Sonoma county his entire life and enjoys helping his community. He volunteered for the United Way of Wine Country Tax Program in 2018. He enjoys hiking, camping and extreme adventures, such as skydiving and water rafting. He spends his creative time working on cars and enjoys diagnosing difficult problems. Oscar loves to watch his favorite teams, the Golden State Warriors and the Oakland Raiders.

Oscar is now a full-time financial planning assistant and is determined to excel in making this industry his career.

Phone 7075852885
Fax 7075237526