BS
Bernadine Sanchez
Operations Manager And Investment Analyst at Redw Wealth Management
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Work Experience
Operations Manager And Investment Analyst
Apr 2018 - Present · 6 years and 9 months
redw stanley financial advisors llc
Apr 2015 - Apr 2018 · 3 years
Investment Analyst
Jul 2016 - Apr 2018 · 1 years and 9 months
Operations Specialist
Apr 2015 - Jul 2016 · 1 years and 3 months
Company Details
11-50 Employees
REDW Wealth LLC is an SEC registered investment advisory firm, started in 1997. We assist clients in wealth and asset management, investment advice and other financial planning and estate planning needs. We are “fee only advisors” which means we only receive fees directly from our clients for our investment advice, and do not receive commissions or any other compensation for investment products. Our investment process combines asset allocation and sector analysis to build properly diversified portfolios, each designed to meet the specific financial goals and needs of our clients.
Year Founded
1997
Social Media
Linkedin
Industry
Investment Management
HQ Location
7425 Jefferson St NE Albuquerque, Ne 87109, US
Keywords
Financial PlanningInvestment ManagementWealth Managementand Retirement Planning
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