Caroline will be able to assist you with most account related inquiries and requests. Should your needs require more advanced discussion or help, outside a regularly scheduled review, she will engage your advisor, Peter Han or Edward Yoon, and if necessary, one of our back office specialists to resolve any issues.
Caroline Sanchez joined our team in February of 2012 as the Client Service Manager. Her focus is to ensure that our clients’ needs are attended to promptly and efficiently. With more than 10 years of experience in the financial services industry, she has served as the AVP of Operations with Glen Janken, CFP CLU in Beverly Hills, CA and as the Director of Marketing for Advisory Group West in Glendale, CA. She holds her FINRA Series 7 General Securities designation with First Allied Securities, Inc. When not in the office, Caroline enjoys spending time with her family and friends, as well as practicing new recipes in her kitchen!