Professional

Previous to attending Montana State University, where Kathy received her bachelor's degree in Business Management in 2002, she taught in elementary and secondary education for 9 years.

Kathy holds the Chartered Life Underwriter (CLU®), Certification in Long Term Care (CLTC) and Chartered Financial Consultant (ChFC®) designation.

The CLU® which has long been recognzied as the fundamental and foremost educational credential for life insurance professionals.  Individuals who earn the CLU® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.  More information regarding the CLU® and ChFC® may be found here.

The Chartered Financial Consultant designation (ChFC®) offers professionals in financial services the advanced education they need to better assist clients in this increasingly competitive field. Individuals who earn the ChFC® must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

The Certified in Long Term Care designation (CLTC) focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequesnces on their client's family and finances.  CLTC professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Kathy has been recognized as the Financial Representative of the Year for the Castronovo Financial Group (Montana) from 2007-2012.  This prestigious award is given to a Financial Representative who demonstrates outstanding achievement in five key areas of growth, and is indicative of Kathy's committment to help her clients protect and achieve their financial security goals. 

Associations and Memberships

National Association of Insurance and Financial Advisors (NAFIA), Member 

Montana State University Alumni Association

Stanwood Chamber of Commerce, Member

Mount Vernon Chamber of Commerce, Member

Camano Center, Member

SICBA -Skagit Island/Counties Builders Association, Member

Skagit Valley Tulip Festival, Sponsor

 

Years of Experience

Representing Northwestern Mutual since 2003.

Education

Degree Major Institution
BS Science Management Montana State University

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2006-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2008-2010

Award recognizing performance

Kathy J Sanchez, CLU®, ChFC®

Financial Advisor

  • Office 360-826-2522
  • Fax 206-512-1062
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck