Elvyn Sanchez

Background

About Elvyn Sanchez

I have the privilege of working with a select group of families, retirees, corporate executives, and business owners in Atlanta and around the country. Within my capacity, I advise clients on a wide range of topics including investments, credit, banking, and estate services. I believe in providing integrated education to help clients make better decisions about their financial affairs. My goal is to simplify and organize client's financial lives. Along with my team, I coordinate my efforts with highly regarded outside advisors including attorneys, tax professionals and insurance experts. I hold the CRPC™ designation and bachelor's degrees in Business Management & Real Estate from Florida State University. My wife, Amber, and I reside in Marietta with our three boys. My passions include fitness & travel. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. I welcome a connection if- You are currently retired or are near retirement and are seeking a holistic retirement plan- Are a business owner or executive looking for professional financial advice and guidance- Are an organization considering a Request For Proposal for your current investment portfolio- Are dissatisfied with your current advisor and would like a second opinion- Are in the process or have recently gone through a major life transition.