Carlos E Sanchez | Modern Woodmen Financial Representative

Carlos E Sanchez

Carlos E Sanchez

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Carlos E Sanchez
At work

At work

At work

Why I do what I do

Why I do what I do

I’m dedicated to empowering individuals and families to achieve their financial goals and secure their futures. By offering personalized guidance and support, I help members and potential members navigate financial planning with confidence. My goal is to be a trusted partner in their journey toward financial well-being and success.

I serve members in…

southern California.

I enjoy working with…

families, educators, civil servants, trade workers, business owners and young professionals

I attended…

California State Polytechnic University, Pomona.

Before Modern Woodmen, I…

I worked for a business-to-business sales company that specialized in supply chain solutions in the industrial sector. I ensured client satisfaction by building strong relationships and providing tailored solutions. This experience taught me the skills to understand and meet your needs effectively, ensuring you receive the best possible outcome.

I chose Modern Woodmen because…

I believe in the organization's core values and its mission to provide quality service and value.

The best part of my career is…

providing people with the tools to secure their future. Empowering individuals to make their own decisions and shape their futures is incredibly fulfilling. Seeing the positive impact of these choices on their lives is truly rewarding.

At home

At home

At home

My life outside of work

In my free time, you can find me…

working on cars, hiking, watching sports or golfing.

I’m passionate about…

my family, friends and the Los Angeles Dodgers!

My personal motto is…

Live life on your own terms and prioritize what’s important to you.

My hidden talent is…

taking apart cars and putting them back together.

Community impact

In the community

My local community impact

I have lived in my community…

since birth. I was raised in Hacienda Heights and still have my roots here.

I’m a member of…

Covina Chamber of Commerce.

My favorite volunteer activities are…

service projects, working hands-on to create lasting memories and make a significant impact.

Current insights

Current insights

Is your teen going off to college this fall and feeling stressed about their finances? Share these five budgeting tips! 1. Set goals – Save for books, trips, and future expenses. 2. Track spending – Use apps or spreadsheets. 3. Budget smart – Try the 50/30/20 rule. 50% for needs, 30% for wants and 20% for savings. 4. Cut costs – Cook at home, split subscriptions with roommates. 5. Go for free – Attend campus events to save cash! I'm available to answer any questions!

Annual reviews are essential on the trail to financial freedom. I can help point you in the right direction. Let’s meet to review your savings and retirement goals and your life insurance coverage.

Before the back-to-school rush begins, let's take a moment to review your finances. We can reassess your monthly expenses, plan for school supplies and extracurriculars, and set savings goals. A little planning now can lead to a smoother, stress-free school year!

Looking for something to occupy your kids' time this summer? Have them learn about financial topics! Set up a time for me to meet with you and your kids. We can discuss important money topics, and I can answer their burning questions. In the meantime, check out our free financial literacy games! https://www.modernwoodmen.org/resource-hub/guidance-for-families/financial-literacy-for-kids/

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 4397420

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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