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!

5 Benefits of HSA’s

The benefits of HSA’s are numerous. A prerequisite to opening an HSA account is you must be a part of a high deductible health insurance plan. A high deductible plan, in most cases, is going to offer the cheapest premiums for young, healthy individuals. Your deductible, as suggested in the name, is simply higher than …

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Guide to Understanding the 401(k)

One of the most common types of retirement account available in today’s workplace is a 401(k). With social security increasingly hard to rely on, and the lack of pension plans available through employers today, it’s more important than ever to maximize your benefits. It all starts with understanding the 401(k). This guide will provide an …

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The Power of Compound Interest

Compound interest was once stated by Albert Einstein to be “the eighth wonder of the world”. Going on to state “compound interest is the most powerful force in the universe”. What exactly is compound interest and why such high praise from one of the greatest intellectual minds our world has ever known? The full power …

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