Keystone Private Wealth Adds Joe Sanchez as Investment Advisor Representative
Joe Sanchez, Investment Advisor Representative, Keystone Private Wealth ● Photo Credit: Keystone Private Wealth
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PALM DESERT, Calif., November 7, 2024 (VSNewsNetwork.com) - Wealth management firm, Keystone Private Wealth, has announced the addition of Joe Sanchez as an Investment Advisor Representative. Sanchez, who has over 20 years of experience in financial services, will support the firm’s expansion of personalized wealth management solutions.
Sanchez began his financial career in Austin, Texas, before returning to Southern California in 2011. He has since held leadership roles at JPMorgan Chase and First Republic Bank, where he developed skills in client relationship management and complex financial planning.
“When speaking with Joe, his ability to help clients is self-evident. His deep understanding of financial markets, combined with his planning-based approach, makes him an ideal fit. Working alongside the advisors at Keystone, his expertise creates a powerful combination that will help both his clients and ours achieve their financial goals”, Keystone partner Mark Thatcher remarked.
Sanchez noted his decision to join Keystone was influenced by the firm’s innovative approach, stating, “I had several options when considering where to take the next step in my career, but I chose Keystone Private Wealth because of their forward-thinking approach to helping clients. Their embrace of state-of-the-art software solutions, including some developed by their sister company, Cornerstone, truly sets them apart. Additionally, I’m excited to be part of KPW’s growth.”
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With over $600 million in assets under management, Keystone Private Wealth offers financial planning, investment management, and retirement services with a focus on customized client strategies.
For further details, visit www.keystoneprivatewealth.com.
Source: Keystone Private Wealth
