Dorine Sanchez

CFP®, AIF® | Principal, Wealth Management

21

Years

Total Experience

21

Years

With REDW

Specializing In:

 

Education:

Bachelor of Business Administration from Adams State College

Meet Dorine

Since joining REDW Wealth in 2003, Dorine has progressively advanced within the firm, excelling in a variety of roles dedicated to helping clients achieve their financial goals. As a Wealth Management Principal with significant experience in investment analysis, portfolio management, trading, and supervising operations, she is leading efforts to expand the department and implement innovative strategies for maximizing client success.

Dorine is also continuing in her dual roles as Senior Wealth Advisor and Director of Operations, responsible for analyzing and monitoring portfolios, recommending investment strategies for current and potential clients, and overseeing all daily client account activity.

Dorine is a voting member of the REDW Wealth Investment Committee.

Professional Qualifications and Memberships

Dorine is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Accredited Investment Fiduciary® (AIF®). She is also a graduate of the Leadership Albuquerque Class of 2015.

Dorine has served as a member of the board of the Southwest Women’s Law Center.

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 Dorine