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      Senior Wealth Advisor
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Managing your wealth today,
empowering you tomorrow.

Oscar W. Sanz

Oscar W. Sanz
Director - Financial Advisor
Senior Wealth Advisor

  • Phone: 305-577-5694

E-Mail: oscar.sanz@citi.com

201 S. Biscayne Blvd., Suite 530
Miami, FL 33131

Get Directions to 201 S. Biscayne Blvd., Suite 530

201 S. Biscayne Blvd., Suite 530
Miami, FL 33131

Get Directions to 201 S. Biscayne Blvd., Suite 530

Citi International Personal Bank U.S. and Citi Personal Investments International help you connect future aspirations and present needs.

Our IPB (International Personal Bank) Financial Professionals strive to provide a comprehensive wealth management approach, offering strategies that best reflect your goals.

Backed by the strength and resources of Citigroup Inc., IPB U.S seeks to empower you to work towards your financial objectives to help you enjoy the benefits of wealth management. Whether you are a first-time investor or an existing client, our distinctive approach can take you through the necessary steps to help develop and implement your financial strategy.

About Oscar

While we serve our investors with local expertise, we are also truly global, serving thousands of high-net worth clients in North America, Latin America, Asia, and Europe. With 20 years of experience at Citi, 12 of which as a Financial Advisor and added competency in capital markets, I strive to make a difference in the financial lives of my clients, by understanding their priorities and providing easy access to Citi resources, benefits, rewards and services.

One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs — including access to a robust global open architecture platform, access to multilingual professionals, remote account opening convenience, financial insights and resources, customized portfolios and in-person meetings.

Prior to Citi, I worked at EY, MasterCard, Colgate Palmolive and Kimberly Clark.

I have an MBA from Thunderbird, Arizona State University’s Graduate School of Global Management. Besides English, I am fluent in Spanish and know basic Portuguese.

In my leisure, I enjoy soccer, paddle, tennis, going to the gym and music.

I live with my wife Jennifer and two young children, Oscar Thomas and Georgia Hilda in Miami.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.