Aspiriant
Lina Sanchez chSNC®, CDFA® is a seasoned wealth management professional with extensive experience across multiple esteemed financial institutions. Currently serving as a Senior Manager at Aspiriant since January 2022, Lina has previously held positions as a Senior Wealth Advisor at StateTrust Wealth Management and MG&A Wealth, along with foundational roles at Merrill Lynch. Lina’s career began in the financial services sector in 2009, with roles ranging from Bank Teller to Administrative Assistant, before transitioning into wealth advisory and management. Lina holds a Certificate in Financial Planning from New York University and a Bachelor's Degree in Business Administration and Economics from the Feliciano School of Business, MSU.
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