Achieving your goals It starts with insightful advice

Kevin Sanchez, CIMA®, CPWA®, CFP®

Senior Vice President - Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
Private Wealth Advisor

Visit Seven Summits Partners
Visit Seven Summits Partners

phone

925-746-0270







address

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597



Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.



Insights

Creating a lasting and positive impact

Creating a lasting and positive impact

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services