Are you a professional in tech in need of a financial plan?
You're in the right place.
About Us
About You
You’re a tech industry professional making more money than you’ve ever made before. Perhaps you’ve accumulated a fairly significant investment portfolio, were recently married, had kids, have equity compensation, or want to ensure you’re being tax-efficient with all your financial decisions.
You realize you need direction and clarity in your financial life because you want to achieve financial independance and want to maximize your financial decisions. You care deeply about living a life that is full of meaning, purpose, and memorable experiences. That’s when you find us.
Together, we get to the root of what is most important to you and the role money plays in that picture. Do you wish to retire early? Start a business? Or, perhaps, travel the world?. Whatever your goals may be, we can help you get there.
About Us
We understand the unique challenges and opportunities that come with careers in technology, including equity compensation, quick industry changes, and the need for long-term financial planning. With our expertise and tailored approach, we strive to provide comprehensive financial advice that aligns with your specific goals and aspirations.
We continually improve upon our dynamic financial planning process, invest in our education to stay on the cutting edge of different financial strategies, and uphold a culture of integrity, professionalism, and excellence.
Meet The Team
Levi Sanchez, CFP®, CPWA®, CEPA®, BFA™
Founder, Financial Planner
- Levi@millennialwealthllc.com
- (206) 207-8426
- Seattle, WA
- Pasco, WA
Levi’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife. Levi founded Millennial Wealth in 2018. He works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Jamieson.
Professional Designations & Certifications:
Levi is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PRIVATE WEALTH ADVISOR®, CERTIFIED EXIT PLANNING ADVISOR® and BEHAVIORAL FINANCIAL ADVISOR™ professional. He’s also earned his Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals.
- CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
- The CPWA® certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA® certification.
- The CEPA® is a unique designation for financial professionals who advise business owners on how to prepare to sell or transition their business successfully, a strategy referred to as “exit planning”.
- The BFA™ (Behavioral Financial Advice program) integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan.
- The Certificate in Blockchain and Digital Assets course is the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets and are able to provide investors the advice they need about this new and transformational asset class.
Jamieson Hopp, CFP®, ECA
Financial Planner
- jamieson@millennialwealthllc.com
- (206) 202-2012
- Seattle, WA
Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi.
Professional Designations & Certifications:
Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE.
- CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
- An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.
Mikal Sanchez
Administrative Assistant II
- mikal@millennialwealthllc.com
- (509) 287-7900
- Pasco, WA
Mikal has worked in the agricultural business, and non-profit world where she managed and supervised developmental disability children. She has various experience within her volunteer work in different non-profits, specifically foster care and children-in-need both in the U.S and overseas. On days off, Mikal enjoys traveling or spontaneous road trips with her boyfriend, spending time with family, and playing with her friendly farm animals. Mikal assists with several operational areas of Millennial Wealth, including assisting clients with opening new accounts, account administration, and various technology platforms. Internally, she’s the backbone to making sure everything is operating smoothly and efficiently.
Reagan Smith
Associate Financial Planner
- reagan@millennialwealthllc.com
- (253) 319-2278
- Seattle, WA
Reagan is a recent graduate who enjoys golfing, working out, and spending time with family and friends. She has a passion for serving others and participates in various volunteer work, specifically homeless outreach in Seattle, WA. Along with studying finance she also has a degree in Spanish and enjoys traveling to different countries to use her Spanish. Reagan assists in financial plan development, implementation, and ongoing client communication in coordination with Levi and Jamieson.
Frequently Asked Questions
Yes, we’re able to work with anyone inside the United States. We use technology and virtual meeting software to help us accomplish working with clients across the nation.
Most people will hire a CPA for tax advice, an attorney for legal advice, and a doctor for health advice. A financial planner is no different. We’re professionals who help align all the various areas of your finances towards the life you envision.
We provide tangible advice, that you’ll be able to calculate your “return on investment”, a 360 degree view of your current and future financial situation, and intangible advice such as providing different perspectives, and help in articulating your financial and life goals.
Millennial Wealth utilizes modern portfolio theory to manage client portfolios. We believe in passive investment management, keeping fund costs low, tax-efficiency, and a “rules-based” approach.
In order to do so, we generally use exchange traded funds (ETF’s), asset allocation, asset location, and global diversification.
We focus on what we can control, and not market timing.
Fee-only means that our compensation comes solely from the services we provide you. We’re not compensated with commissions, kickbacks, “trails” or any other fees that aren’t directly reflected on our website. We hold ourselves to the highest fiduciary standard and aren’t conflicted with hitting sales minimums.
Our focus remains on our clients and helping them to the best of our ability without being deterred by selling products.
No, we allow our clients to cancel our engagement at anytime.
We trust that our value with shine through for clients we work with. In the unfortunate situation where it may not, we make it easy to offboard.
Our typical clients are professionals in tech, with some form of equity compensation. They may be going through a job change, getting married, starting a family, or purchasing a home. We’re able to help navigate these big life changes and have the technical expertise, processes, and professional relationships to help with every step along the way.
No, we vet all our prospective clients just as our prospective clients vet us. We want to make sure we’re confident we can provide value to clients and what they’re looking for. Our specialty is with professionals in tech.
We also only onboard clients if we have capacity to do so. By keeping our client count relatively lower, it enables us to provide top notch service to existing clients.
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