Robin Sanchez

Managing Partner - Retirement Plan Advisor

O: 303-393-2346
C: 201-310-9363



What I do really well:

I enjoy making my plan sponsor clients' lives easier. I will negotiate fees on their behalf, select and monitor investments based on their demographics, employee education and more. This frees them up to focus on the important work they do.

Why I get up in the morning:

Understanding that I have not only helped my clients offer a plan that is optimized to them, but that it helps thousands of employees save for retirement, so they don't have to work longer than they'd like. 

Groups I work best with:

I work great with companies that really care about their employees' wellbeing. 

How I got here:

I’ve had the opportunity to work in every aspect of the 401k industry over the past 15+ years. My career began at one of the largest investment management firms in the world in 2008. Here, I was introduced to the retirement plan industry when I was asked to travel around the country to conduct employee education and one-on-ones for our clients. I then spent the next 8 years selling investments to 401k advisors across the country. I was able to observe how the best (and worst) advisors ran their practice. When I finally decided to build my own retirement plan business, I relied on those experiences to ensure I provided the best service possible and the most value to my clients.

Who I really am:

I was born and raised on the east coast. Work has allowed me the opportunity to live in many different areas of the country including both coasts and the mountain states. I love to ski and spend time with my family.