Aaron Sanchez

Aaron Sanchez

401(K) Plan Advisor, Client Engagement Manager

Aaron has a long history of helping individuals and businesses with a variety of financial needs. From an early career in health insurance benefits and provider relations, to commercial real estate sales and investments, Aaron has been trusted to help clients make important and big decisions in their financial lives.

As a former business owner, previously operated a landscape consulting business, Aaron is passionate about satisfying his clients and listening attentively to their needs. His excellent customer service and knowledge of small businesses build a solid foundation to expand his career as a 401(K) Plan advisor.

Prior to joining SPFA, Aaron:

  • Worked for Molt Construction consulting and investing in commercial real estate
  • Sold and leased commercial real estate in San Francisco for American Marketing Systems Inc. - one of the most competitive real estate markets in America
  • Health insurance benefits and provider relations for United Healthcare and Managed Health Network, two of the largest insurance companies in the world

Aaron earned his degree from Arizona State University in Interdisciplinary Studies and Management. He holds a real estate and insurance license in California. He is currently working towards his Chartered Retirement Planning Specialist (CRPS) designation.

In his spare time, Aaron likes to exercise at the gym and enjoy the great outdoors. He spends a lot of time exploring the Sierra Nevada foothills where he stays at his mountain home. He is a member of the PG and E Wildfire Protection and Planning Committee in order to serve his community, helping to keep California healthy and safe.