Shirley Sanchez joined Pioneer Wealth Management Group in 2021, bringing with her rich career experience in counseling and education. With a master’s degree in counseling, Shirley has a unique ability to guide clients through the emotional aspects of money management, helping them gain clarity and confidence in their financial decisions.
She is passionate about working with families, particularly those who are the first in their family to build wealth. She also loves empowering women to take control of their finances and maximize both their wealth and life fulfillment. Her goal is to help others navigate the often complex financial landscape, showing clients how to use money as a tool to enhance happiness and live more fulfilled lives.
Shirley has volunteered for Foundation Communities as a finance coach, helping underserved populations achieve their financial goals. In her free time, she enjoys spending quality time with her husband and two young children, drinking coffee, and enjoying new experiences both locally and beyond.
Education
- MS Counseling
- California State University, Long Beach
- BA Sociology, Applied Psychology & Education
- University of California Santa Barbara
Professional Designations
- CERTIFIED FINANCIAL PLANNER™
Blog
More from Shirley Sanchez
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Five Tips to Get the Most Out of Working With a Financial Advisor
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Important to Consider When Moving to Costa Rica
Things to consider if moving to Costa Rica
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Understanding the Tax Impact of RSUs for Whole Foods Employees
If you’re a Whole Foods employee, you might have received or will receive Restricted…
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