Nayeli Sanchez, CFP®
Pronouns: she/her
Senior Client Associate
Nayeli supports the work of LNW client advisors and analysts in cash and account management, client documents and reports and ensuring compliance with all security measures and protocols. Prior to joining LNW, Nayeli worked in client account management at Edelman Financial Engines, a registered investment advisor. She enjoys learning new things daily and using that knowledge to help simplify and optimize client finances.
Always be true to yourself.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ professional
- B.A. in Business Administration and Fine Arts, Central Washington University
Community and Industry Affiliations
Red Cross Blood Donor
Personal Passion
Cooking and sharing culinary skills with friends and family.
