Nayeli Sanchez, CFP®
Pronouns: she/her
Wealth Analyst
Nayeli develops and implements investment and financial strategies that enable people and families with significant multigenerational wealth to have their greatest impact. Her work includes collaborating with LNW wealth managers on comprehensive wealth planning, investment portfolio management and finding solutions that advance client goals. She derives great satisfaction from helping to simplify and optimize LNW clients’ financial lives so they can do what they love. Prior to joining LNW, Nayeli worked in client account management at Edelman Financial Engines, a registered investment advisor.
Always be true to yourself.
Designations and Education
- B.A. in Business Administration and Fine Arts, Central Washington University
Community and Industry Affiliations
- WA trails Association
- Nature Conservancy
- FPA of Puget Sound
Personal Passion
Cooking and sharing culinary skills with friends and family; love sourcing ingredients from my garden!
