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Carlos S
CFP®, Series 63
Huntington Beach, CA
TritonPoint Partners, LLC
Carlos Sanchez is a CFP® with 32 years of industry experience, currently serving as an advisor at TritonPoint Partners, LLC. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, Inc., U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners, LLC provides investment management, financial planning, and consulting services to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.
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