20
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Dorine Sanchez
CFP®, AIF® | Senior Portfolio Manager, Director of Operations
Education:
Bachelor of Business Administration from Adams State College
Meet Dorine
Since joining REDW Wealth in 2003, Dorine has provided investment analysis, portfolio management, trading, operations support and wealth management services for a wide range of clients.
Dorine’s current responsibilities as Senior Portfolio Manager include analyzing and monitoring portfolios for current and potential clients as well as analyzing and recommending strategies for portfolios.
In her role as Director of Operations, Dorine has oversight of all daily account activity for all REDW Wealth clients. Dorine is also 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 served as a board member to 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.
