Rick Sanchez

Rick Sanchez is Co-Founder and COO of Leveridge, a planning platform that helps financial advisors bring a client & real estate into the financial plan. As a Private Mortgage Banker at Wells Fargo and U.S. Bank, he was the person advisors called when clients asked whether to keep, sell, or exchange a property. He ran the numbers by hand and became a top 1% originator nationally. Leveridge turns that work into software. An immigrant from Mexico and the first in his family to own a home, Rick built his career and his family's financial security through real estate.