Christopher John Sanchez
Advisor at Schwab Wealth Advisory — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
15 years
Location
Tampa, FL
Schwab Wealth Advisory
Enterprise
Christopher Sanchez is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. He has previously worked at USAA in various roles spanning over a decade. Sanchez has also been involved in community activities, including serving as vice president of the Habana Gardens HOA, overseeing maintenance of the townhouse community. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, distinguishing its approach within the enterprise wealth management space.
Based on Schwab Wealth Advisory
Starts at 0.80% annually of assets enrolled in the SWA Program, with fee adjusting downward depending on asset size
Account minimum: $500,000 Fee-only: SWAI does not bill clients directly; SWAI is compensated via fees paid from CS&Co., which charges clients an asset-based fee (starting at 0.80% annually) for the Schwab Wealth Advisory (SWA) Program advisory services.
Tampa, FL
Tampa FL
Advisors at this office
1
Florida · Louisiana · Texas
15 years of industry experience
Schwab Wealth Advisory
2025 - Present • 1 year
Tampa, FL
Charles Schwab
2025 - Present • 1 year
Tampa, FL
USAA Investment Services Company
2022 - 2025 • 3 years
Tampa, FL
Sprout Play to Learn Center
2020 - 2021 • 1 year
Tampa, FL
Bayshore Little League Board of Directors
2019 - 2021 • 2 years
Tampa, FL
USAA Life Insurance Company
2018 - 2025 • 7 years
Tampa, FL
USAA Investment Services Company
2018 - 2021 • 3 years
Tampa, FL
Usaa
2013 - 2025 • 12 years
Tampa, FL
USAA Financial Planning Services
2013 - 2020 • 7 years
Tampa, FL
USAA Financial Advisors, Inc.
2013 - 2020 • 7 years
Tampa, FL
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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