Kevin Sanchez
Client Experience Associate
Kevin Sanchez joined the Sachetta team in 2025 as a full-time Client Experience Associate. Kevin grew up in Boston, Massachusetts, and graduated from Wesleyan University with a degree in Psychology and a minor in Caribbean Studies. Kevin has always been passionate about finance and investing, and he obtained his Series 65 License in 2024. Kevin is grateful to be part of the team and is super excited to help both clients and the Sachetta team.

3 Questions with Kevin
"How did you end up in the field?"
Coming from a background with no financial literacy, I knew it was upon me to get out there and learn as much information as I could. It changed my life completely. I felt so empowered I knew how important it was to inspire others with financial knowledge and habits to lead by example. It feels great to help guide people along their financial journeys and for life’s road ahead!
"What's your life like outside the office?"
When I'm outside the office, I love to spend time in all kinds of nature around parks, beaches, and mountains. I also enjoy exercising, whether it’s lifting at the gym or hiking with friends. I love to watch basketball especially if the Celtics are playing. I enjoy spending time with my family going out to eat and do fun activities.
"If you could have dinner with anyone, dead or alive, who would you choose?"
If I had the opportunity to have dinner with anyone, it would have to be Warren Buffet. I would love to ask him what made him such a successful investor and learn more about his market psychology and values as an investor. He has motivated me to expand my knowledge and viewpoints on investing as a whole!
Latest Posts
Financial Literacy for Teenagers And Young Adults
Even if they take economics, most teenagers and young adults don’t develop financial literacy from school. That’s where parents and grandparents can come in. Helping your children learn about finances...
Read MoreNavigating Financial Decisions After Retirement
You spent decades working hard and making careful financial decisions to build up your retirement savings. In retirement, your financial perspective shifts, and your financial decisions will be consid...
Read More