Frank Sanchez
Wealth Strategist
Career in the Financial Industry:
Frank is a Wealth Strategist, CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Certified Investment Management Analyst® (CIMA®) at AWM Capital. Prior to joining AWM Capital, Frank honed his expertise at Capital Group in their Private Client Services division, where he skillfully guided families towards building generational wealth by achieving their short-term and long-term financial objectives. Drawing on his exceptional communication skills, advanced interpersonal abilities, and active listening, Frank ensured that clients understood complex financial concepts with ease.
Before delving into the world of financial planning, Frank dedicated 11 years of his life to the US Army reserve. During his service, he spearheaded the development of financial literacy programs for fellow soldiers, showcasing his commitment to helping underrepresented communities. Frank's passion for increasing financial literacy extends to his involvement with various non-profit organizations, where he actively strives to make a positive impact.
Education:
Frank holds a Bachelor of Arts degree in International Business from California State University, Fullerton, where he excelled both academically and athletically as a collegiate rugby player. Additionally, he earned a Minor in Spanish, demonstrating his commitment to diverse learning experiences. Frank has also enriched his knowledge with a certificate in Personal Financial Planning from the University of California, Los Angeles, and a certificate in Investment Management Theory & Practice from the Yale School of Management.
Currently, Frank is furthering his education by pursuing a Master’s in Business for Veterans at the University of Southern California.
Advanced Designations and Certifications:
Certified Financial Planner® (CFP®)
Certified Investment Management Analyst (CIMA®)
Personal life:
In his personal life, Frank finds joy in spending quality time with his wife, Thea, and their two children, Jordan and Mikayla. An active individual by nature, Frank enjoys engaging in activities such as playing golf, cycling, hiking, and trail running. An avid sports fan, Frank also finds relaxation and enjoyment in following various sports.