Lorenzo Sanchez, CFP®
Principal, Director of Wealth Management
Lorenzo joined the R&A team in November 2013. His primary responsibilities include developing and updating comprehensive financial plans, providing portfolio research and analysis, and account rebalancing. Lorenzo also assists in servicing clients’ accounts, preparing client reports, and other special projects.
Prior to joining the firm, Lorenzo worked in the finance department of a Fortune 500 company at their Latin America offices in Mexico implementing credit risk models and providing market research. Lorenzo earned his B.S. in Finance from the University of Notre Dame and became a Certified Financial Planner™ professional in April 2016.
His industry associations include:
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association (FPA)
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- Certified Financial Planner™
On the personal side:
During his free time Lorenzo enjoys catching a good game of football, soccer, or baseball live or on TV. He is most passionate about his alma mater’s Fighting Irish and the Baltimore Ravens. Lorenzo also enjoys working out and has recently picked up running. He also enjoys spending time with his family and his pug, Max. He enjoys living in San Diego because it allows him the ability for quick trips to places both in California and Baja California.
Something you may not know about Lorenzo:
Lorenzo was born in and studied abroad in Mexico. While studying abroad, he went on multiple community service trips and taught English to local elementary school teachers. He also played baseball for his study abroad school’s team.