Lorenzo Sanchez, CFP®

Partner, Senior Wealth Advisor

Originally from Mexico, Lorenzo always had a passion for finance and a desire to help people, which led him to explore financial planning during college. After earning his finance degree, he worked in corporate finance for a Fortune 500 company at its Latin American offices. Still, with a sole focus on profits and losses, Lorenzo was determined to find a more fulfilling path.

Discovering the CFP® program at San Diego State kicked off his financial planning journey as he began his certification and built a strong professional network. Finding a serendipitous opportunity with Pathview Wealth Advisors on a job board, he joined the firm in 2013, becoming an integral part of the team. 

His industry associations include:

Leadership at Pathview Wealth Advisors

In 2020, he became a principal and co-owner alongside Tara Cordato and Juan Aguilar. The team quickly learned to adapt together and take the necessary steps to fully realize the firm’s potential.

In his role, Lorenzo develops and updates comprehensive financial plans, provides portfolio research and analysis, services clients’ accounts, and performs account rebalancing.

Personal Life

Lorenzo holds a degree in finance from the University of Notre Dame and has been a CERTIFIED FINANCIAL PLANNER® professional since 2016. When he’s not working, he enjoys following sports, mainly his alma mater’s Fighting Irish and the San Diego Padres, and spending quality time with his wife and their daughter.

Let’s connect! Sign up for our newsletter to stay up on the latest in financial planning and tax strategies.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
on your keyboard hit enter to search or esc to close