Jocelyn Sanchez Client Services Associate at Capital Growth in San Diego

Jocelyn Sanchez

Client Services Associate
Wealth Management

San Diego, California
FPQP™, AIF®

Jocelyn Sanchez Client Services Associate at Capital Growth in San Diego
Jocelyn Sanchez Client Services Associate at Capital Growth in San Diego

ADVISOR
SINCE 2017

"I strive to understand clients' needs and provide them the highest quality of service."

Mission Statement

I want to maintain a high standard of integrity and sophistication with client relationships. I strive to understand clients’ needs and provide them the highest quality of service and information to help them reach their goal. 

My Background

I moved to San Diego to attend University of California, San Diego as a pharmaceutical chemistry major, I then switched to a Management Science major as my interest in economics and finance increased. Upon graduating I was offered a full time position with Capital Growth,Inc., after interning with them for half a year. 

Experience

    • July 2017- Present Capital Growth, Inc.

Education

    • B.S. Management Science, UC San Diego

Designations

  • FPQP™ (Financial Paraplanner Qualified Professional)
  • AIF® (Accredited Investment Fiduciary) 

About Me

I was born in the Imperial Valley and raised in a border town, called Calexico. I moved to San Diego for college and have been a San Diego resident ever since. I’m an avid connoisseur of music and books. During my spare time i like to practice kickboxing,  yoga or working  on creative projects.