Jose Sanchez

Personalized Strategies for Managing & Protecting Wealth, Planning, Research, & 401k Geek, HRMA/SHRM Volunteer

Financial Adviser


Growing up in the small town of Glorieta, a passion for community and a true appreciation for service were instilled in me at an early age. Raised in a village that was poor monetarily but wealthy in traditions, family, and community, I was inspired throughout my life by my parents. Both educators and active in the community as leaders, coaches, and as “majordomos” for the village church (Majordomos is a Northern New Mexico term for “care takers”). Continuing in the blessings of our family and community, I followed my brother in-law into military service spanning over five years. When I was able, I took a second job and save a small fortune for my future return. Throughout my life, I understood and found success in the value of a “hard earned dollar” and the effort (and sacrifices) it took to keep it. Specialties: Originally from Glorieta NM, José enjoys spending time with his family, supporting local sporting events, and living an active outdoor lifestyle. He serves passionately on the steering committee for Albuquerque Reads, a youth Literacy program, as well as the University of New Mexico SHRM student chapter as a member of the Student Advisory Committee, VP of Marketing, and was recently appointed as VP of Professional Development for Human Resource Management Association of New Mexico.

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(505) 500-4032
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Peer Endorsements

Best Answers

Asked by Lisa
Answered by Jose Sanchez
Financial Adviser
Thank you for asking the question. I am guessing the reason that anyone would consider a longer mortgage is that it translates to a lower payment. Yet, the longe...
Asked by an anonymous user
Answered by Jose Sanchez
Financial Adviser
Absolutely! Generally, you can leave it in the same fund as long as you can find the fund and fund family at the custodian (financial institution) where your IRA Roll...



Investment Advisor