Jeremyi Sanchez

Jeremyi R. Sanchez, CFP®, RICP®

Founding Partner

Investment Professional and Certified Financial PlannerTM for Medical Groups and Individuals

I specialize in providing medical groups and individuals with solutions to help attain the financial success necessary for themselves, their families, and their business.

Not all deductions are created equal, therefore some businesses and individuals may have over looked options that can potentially reduce their tax liability while increasing deductible savings and employee retention, while reducing expenses. My team specializes in educating our clients of investment options beyond traditional strategies.