Dorine Sanchez

CFP®, AIF® | Senior Portfolio Manager, Director of Operations

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 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.

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