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Aaron Sanchez Email & Phone Number
Paraplanner
at
Menninger & Associates Financial Planning
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Paraplanner
Location
Collegeville, Pennsylvania, United States
Who is Aaron Sanchez? Overview
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Quick answer
Aaron Sanchez is listed as Paraplanner at Menninger & Associates Financial Planning, based in Collegeville, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Aaron Sanchez.
Aaron Sanchez previously worked as Student Athlete at Ncaa and Financial Representative at Northwestern Mutual. Aaron Sanchez holds Bachelor'S Degree, Finance And Economics from East Stroudsburg University Of Pennsylvania.
Company email context
Email format at Menninger & Associates Financial Planning
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Menninger & Associates Financial Planning
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Profile bio
About Aaron Sanchez
I am currently a senior studying Finance and Economics at East Stroudsburg University on track to become a financial advisor in the future. I have relevant experience interning for Lighthouse Planning Consultants, East Coast Advisory, and Northwestern Mutual. I'm eager to help a growing RIA by allowing advisors to spend more time within their superpower.Furthermore, I compete in the jumping events for ESU Men's Track and Field in which I am a 6x PSAC qualifier and 1x PSAC Champion. My best event is the high jump where I've successfully cleared 6 foot 6.75 inches. In the following years, I'm looking to improve upon my marks and continue to search for my physical limits in the sport. Ask me about my journey in sports as they have no doubt shaped me into the confident, hard-working, and educative person I am today!
Current workplace
Aaron Sanchez's current company
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Menninger & Associates Financial Planning
AeroLeads page
8 roles · 7 years
Aaron Sanchez work experience
A career timeline built from the work history available for this profile.
Aug 2021 - Present
Financial Representative
Assisted in creating financial plans for clients, including investment strategies, insurance solutions, and retirement planning. Engaged in over 70 client meetings to gain insights into their financial goals and objectives, providing recommendations and updates as needed. Developed strong client relationship management skills through regular follow-ups and proactive communication. Participated in training sessions and workshops on financial products, sales techniques, and industry regulations to enhance professional knowledge and skills.
Jun 2024 - Oct 2024
Peer Tutor
Aug 2022 - Oct 2024
Sales Associate
At Wehrung's, I learned valuable information regarding hardware, home improvement, building material, propane fill-up, and even some forklift training. Furthermore, I developed applicable skills like customer service, public speaking, client and employee relations, and time management.
Jun 2022 - Dec 2023
Financial Advising Intern
May 2023 - Aug 2023
Financial Planning Intern
Lighthouse Planning Consultants
At Lighthouse Planning Consultants, I worked under two of the most successful financial advisors in the tri-state area, Marc Neumann and Michael Byrne. My primary tasks included updating client profile information, assisting advisors by preparing advisor-to-client portfolio presentations, and general help to all team members at the firm.My time at the company exposed me to industry-leading software such as eMoney, Omnisource, Morningstar, EBIX, and Microsoft excel. Furthermore, I have expanded my network by having introductions to other advisors, team members at Lighthouse, and employees of Lincoln Financial Group.
May 2022 - Aug 2022
Front Desk Staff
While working at Kinetix Sports Club, I was in charge of operating both Kinetix Tennis and Kinetix Fitness Club. In my role, I opened and closed the facilities, scheduled tennis lessons, created fitness and tennis memberships, took payments and worked the register, answered the phone, and conducted general cleaning each shift.
2020 - 2021
~1 yr
2 education records
Aaron Sanchez education
Bachelor'S Degree, Finance And Economics
East Stroudsburg University Of Pennsylvania
High School Diploma
Methacton High School
FAQ
Frequently asked questions about Aaron Sanchez
Quick answers generated from the profile data available on this page.
What company does Aaron Sanchez work for?
Aaron Sanchez works for Menninger & Associates Financial Planning.
What is Aaron Sanchez's role at Menninger & Associates Financial Planning?
Aaron Sanchez is listed as Paraplanner at Menninger & Associates Financial Planning.
Where is Aaron Sanchez based?
Aaron Sanchez is based in Collegeville, Pennsylvania, United States while working with Menninger & Associates Financial Planning.
What companies has Aaron Sanchez worked for?
Aaron Sanchez has worked for Menninger & Associates Financial Planning, Ncaa, Northwestern Mutual, East Stroudsburg University Of Pennsylvania, and Wehrung'S.
How can I contact Aaron Sanchez?
You can use AeroLeads to view verified contact signals for Aaron Sanchez at Menninger & Associates Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Aaron Sanchez attend?
Aaron Sanchez holds Bachelor'S Degree, Finance And Economics from East Stroudsburg University Of Pennsylvania.
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