With over 20 years of experience Ron has been approached by prospective wealth management clients with questions related to divorce. Unfortunately, most of the time it was after the divorce was finalized. Over the years, we have become more aware of the financial complexities of divorce and the need to work with a trained financial professional who speacilaizes in divorce finance. Divorce financial planning is unique when compared to traditional wealth management and financial planning. By expanding our services earlier in the divorce process, we aim to ensure that our clients receive the best possible settlement to help them achieve their interest and goals.
About Us | Viewpoint - Divorce Planning
Ron Sanchez, CDFA®, CFP®
Certified Divorce Financial Analyst®
Ron started in the financial services field in 1999 at MetLife Securities. Adding value by increasing the quality of his clients' lives and watching their financial independence dream become reality is what really gave Ron a sense of living a life of significance. Over the years, Ron has provided educational workshops at Fortune 500 companies or through many adult education platforms regarding benefit planning and financial planning for families with special kids (special needs).
In 2017, Ron decided to work with a broker/dealer that was 100 percent independent. Soon after, he met Ben Wong, and later in 2017, the name Viewpoint Financial Network was created.
Ron is a Certified Divorce Financial Analyst® and a CERTIFIED FINANCIAL PLANNER® professional. He is trained in both mediation and collaborative divorce because he understands how these processes increase communication and understanding, providing clients with holistic solutions.
Ron has been a coach/referee for the Special Olympics. He has also coached for AYSO Mt. Diablo Soccer. He is a past board member of the National Association of Insurance & Financial Advisors, Mt. Diablo. He has also volunteered and served on his neighborhood HOA. Golf, racquetball, mountain biking, and playing chess are a few of his joys. Ron has been married to his wife since 2008. They are grateful and blessed to have two amazing children and one Bengal cat.
Customer Service Specialist
With over a decade of customer service experience under her belt, Nicole excels at building strong connections with clients and co-workers through a warm and empathetic approach. She has an extensive background in client retention, time management, and team building. Before Viewpoint Wealth Management, Nicole worked for Wine.com as a Bilingual Customer Support Specialist, where she was able to help any Spanish-speaking customers with ease.
Nicole is a wife, mother of two, and certified personal trainer. She enjoys volunteering for her son’s soccer teams and school events, hosting outdoor boot camps, and spending time with her family in the outdoors.
She looks forward to making a positive impact with clients and advisors.