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Virginia G

Series 63, Series 66

Bend, OR

Sanctuary Advisors, LLC

Virginia Graves is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Sanctuary Advisors in 2021, she worked at Merrill for nine years. She is based in Bend, Oregon. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors who employ various investment strategies and act as fiduciaries under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Julien B

Series 66

Bend, OR

Sanctuary Advisors, LLC

Julien Blancon is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Black Diamond Financial, LLC, Wells Fargo Clearing, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management options, retirement plan consulting, and uses multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Eric W

CFP®, Series 63, Series 65

Bend, OR

Sanctuary Advisors, LLC

Eric White is a CFP® with 31 years of industry experience. He is currently with Sanctuary Advisors, LLC and has been affiliated with Bank of America, N.A. since 2009 and Merrill since 1993. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management and consulting services, employing multiple investment approaches and offering both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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