Levi Sanchez, CFP®, CPWA®, BFA™

Levi Sanchez is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED PRIVATE WEALTH ADVISOR®, BEHAVIORAL FINANCIAL ADVISOR™ designee and Founder of Millennial Wealth, a fee-only financial planning firm for young professionals and tech industry employees. Levi’s been quoted in the New York Times, Business Insider, Forbes, and is a frequent contributor to Investopedia. He is an avid sports fan, personal finance and investing geek, and enjoys a great TV show or movie. His mission is to help educate his generation about better money habits and provide financial planning services to those who want to start planning for their future today!

annual letter

What We Can Learn From Warren Buffett’s 2018 Annual Letter

Berkshire Hathaway’s and Warren Buffett’s annual shareholder letter is typically a treasure trove full of business and investing insight. Along with thoughtful perspective on the important roles investors, managers, and businesses play in our economy. This years letter was no exception! In this article, I’ll break down the most compelling, insightful, and thought-provoking quotes from …

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what to do with my rsu's?

What to do with my RSU’s?

RSU’s or restricted stock units are a form of equity compensation often awarded to employees in the technology industry. They’re used as additional compensation in addition to a base salary in the form of stock ownership in the company. RSU’s can be an extremely valuable form of compensation and offer several planning opportunities. However, if you’re …

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5 Tips to Managing A Market Correction

Odds are if you’re an investor, you’ve experienced market corrections along your journey. Market corrections are classified as a drop in 10% or more from the asset class highs. For example, the S&P 500, the index for large-cap U.S stocks, experiences a correction on average once per year according to Deutsche Bank. Naturally, you’d think investors …

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