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

Looking for a meaningful gift this holiday season? Set your grandchildren up for lifelong security with life insurance designed just for them. · Lock in low rates while they’re young. · Protect their future insurability. · Build cash value for college, a first car, or other milestones. Let’s talk about how you can give peace of mind that lasts a lifetime.

Estate Planning | Modern Woodmen

As we approach the end of the year, it's the perfect time to reflect, organize and prepare for the future. Estate planning isn’t just for the wealthy – it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. · Review your will. · Update beneficiaries. · Consider trusts and powers of attorney. · Talk to a financial representative. Start the new year with peace of mind. Let's talk about how estate planning can work for you.

This season, consider giving something truly priceless: peace of mind. Life insurance isn’t just a policy. It’s a promise to protect the people you love most. Whether it’s securing your children’s future, covering unexpected expenses or simply showing you care, life insurance is a gift that keeps giving. Let's meet to discuss your options.

Small-business owners – this season, give yourself the gift of financial peace of mind. As the holidays ramp up, so do demands on your business. Now’s the perfect time to think beyond seasonal sales and focus on long-term protection and planning. Modern Woodmen offers tools to help you: · Prepare for unexpected events (like the loss of a key employee). · Set up buy-sell agreements to protect your legacy. · Offer meaningful employee benefits without complex plans. · Understand your business’ true value for future growth. Learn more about how Modern Woodmen can assist and contact me with any questions! https://www.modernwoodmen.org/financial-planning/business-planning/

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 and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and 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 or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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