Carlos Sanchez is a trusted and experienced Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience helping high net-worth families navigate and achieve complex financial decisions. As a Certified Divorce Financial Analyst, Carlos is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. His approach is based in understanding each client’s unique situation, needs, preferences, and aspirations allowing him to provide holistic advice that aligns with their vision of financial security and success.
Prior to joining Vivaldi Capital Management, Carlos was a Private Wealth Advisor at Biechele Royce Advisors, as well as roles at US Wealth Management, JPMorgan Chase, and WM Financial Services. His experience and background, combined with his deep knowledge of financial markets, provides clients with the expertise needed to navigate today’s ever changing financial landscape.
Carlos holds a bachelor’s degree in finance management from California State University, Long Beach. He is committed to continuing his professional development through industry-leading certifications and ongoing education. Outside of work, Carlos enjoys spending time with family and pursuing a variety of hobbies, including hot yoga, basketball and reading.