Dawn Sanchez Sanchez Nicoles,  CFP<sup>&reg;</sup> - Financial Advisor

Dawn Sanchez Sanchez Nicoles, CFP®

RICP®, BFA™

Wealth Advisor

Sanchez Wealth Management

5150 Belfort Rd, Ste 702
Jacksonville, FL 32256-6038
(415) 663-5900

General

Dawn Sanchez Nicoles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sanchez Wealth Management in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA,MA,MI,RI,VA
  • Health/disability insurance: CA,MA,MI,RI,VA
  • Fixed annuities: CA,MA,MI,RI,VA
  • Variable annuities: CA,MA,MI,RI, VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Getting Divorced, Mutual Funds, Retirement, Life Planning, Women's Finances

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Helpful Financial Planning Resources