Joe Sanchez has joined Keystone Private Wealth (KPW), an adviser in Southern California with more than $600 million in assets under management, as an investment adviser representative.
With more than 20 years of financial experience, Sanchez brings a wealth of knowledge and practical insight that will further enhance the personalized service and strategic financial solutions KPW offers its clients.
Sanchez began his career in financial services in Austin in 2004. In 2011, he returned to Palm Desert, Calif., where he held leadership roles at JPMorgan Chase and First Republic Bank, which gave him the opportunity to develop strong client relationships and address complex financial-needs skills that align well with KPW’s wealth management philosophy.
“When speaking with Joe, his ability to help clients is self-evident,” said Mark Thatcher, a partner at Keystone. “His deep understanding of financial markets, combined with his planning-based approach, makes hi
