Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Andres Sanchez lopez is an Investment Advisor Representative at Pathview Wealth Advisors. Lorenzo has been in the financial industry for over 10 years, working with individuals, families, and charitable organizations. Lorenzo is a Certified Financial Planner. His primary focus is on helping clients achieve their financial goals through personalized financial planning and investment management services. Lorenzo is dedicated to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/23/2023 - Present
Pathview Wealth Advisors (SAN DIEGO CA)
Active
Inactive
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