Bernadine Sanchez

AIF® | Operations Manager, Investment Analyst

7

Years

Total Experience

7

Years

With REDW

Specializing In:

 

Education:

Bernadine holds a Bachelor’s degree in Business Administration with a dual concentration in Accounting and Finance at the University of New Mexico’s Anderson School of Management.

Meet Bernadine

As Operations Manager, Bernadine oversees the daily operations of REDW Wealth’s Asset Management division. As an Investment Analyst and Accredited Investment Fiduciary (AIF®), she also analyzes and monitors client portfolios, recommends investment strategies, and executes trades for portfolios.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Bernadine