7
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Bernadine Sanchez
AIF® | Operations Manager, Investment Analyst
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.
