Melissa J. Sanchez,  CFP<sup>&reg;</sup> - Financial Advisor

Melissa J. Sanchez, CFP®

Robert W. Baird & Co.

N17 W24222 Riverwood Drive., Ste. 240
Waukesha, WI 53188

Robert W. Baird & Co.

806 Sutton Drive
Eagle, WI 53119
FINANCIAL ADVISOR'S WEBSITE
262-523-5682
(262) 523-5682

General

Melissa Sanchez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert W. Baird & Co. in Waukesha, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor (CPWA®)

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI
  • Fixed annuities: WI
  • Variable annuities: WI

Broker-Dealer Affiliation

Robert W. Baird & Co. Incorporated

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households

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