
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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Pioneer Wealth Management Group Celebrates 20 Years of Service and Announces Four New Partners in Strategic Expansion
Founder Milad Taghehchian, CPA, CFP® Shares Ownership with Chris Cyndecki, CFA, CFP®, Ian Tennant,…
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The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation
The SECURE Act, SECURE 2.0, and the proposed SECURE 3.0 are significant pieces of…
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Twenty Years for Pioneer Wealth: A Conversation with Its Founder
In 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won…
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