Carlos A. Sanchez, is a CFP® and CDFA® professional who serves as a Partner and Managing Director at TritonPoint Partners, brings a fiduciary-focused approach to helping clients achieve their financial goals. In his role, Carlos creates and customizes tailored investment and planning solutions designed to align with each client’s unique objectives, delivering thoughtful guidance and long-term strategic insight.

With over 30 years of experience in the financial and wealth management industry, Carlos has held several senior advisory roles. Most recently, he served as a Private Wealth Advisor at Vivaldi Capital Management, following a similar role at Biechele-Royce Advisors. Earlier in his career, he was a Vice President, Investment Advisor at J.P. Morgan Securities, where he developed a strong foundation in investment strategy and client relationship management.

Carlos earned a Bachelor of Science in Finance Management and Real Estate. He has also been actively involved in his community, serving as a past and present participant in various organizations, including AYSO and a local parochial consultative board member.

Outside of his professional life, Carlos enjoys reading historical literature, hot yoga, and working out. He has been married to his wife, Michelle, for over 40 years and is the proud parent of two children, Melissa and Matthew. He is also a devoted grandparent to five grandchildren: Aiden, Maddie, Nora, Liam, and Eli.