Phillip A. Sanchez
Assoicate Director
Heck Capital is pleased to welcome Phillip Sanchez to our team! Phillip is a Wealth Advisor and Associate Director, serving clients from Heck Capital's Scottsdale office. Phillip graduated from Arizona State University with a Bachelor of Arts in Communication and began his investment career in 2014. He brings extensive experience from two of the largest investment advisory firms in the industry where he served as Vice President, and was consistently recognized as a high achiever who delivered exceptional client service and comprehensive wealth management guidance to clients. In his previous role, Phillip advised and consulted to over $1 billion of client relationships.
In addition to his financial services background, Phillip served in the United States Marine Corps as a Captain and Logistics Officer, leading more than 100 Marines and overseeing unit readiness and mission execution. His military experience instilled a disciplined, process-driven approach and reinforced his commitment to serving others.
Phillip resides in Phoenix, Arizona with his wife, Krystle, and their two children. The Sanchez family is actively involved in their community. Phillip serves on the stewardship committee at his local parish, and Krystle is a committee member of the Arizona Piano Teachers Association. Together, they participate in events supporting Phoenix Children's Hospital, volunteering at local food banks, and spend time visiting residents at a nearby assisted living community.
Fun Fact:
My wife is from Okinawa Japan, and our family enjoys visiting her relatives there. In my free time, I enjoy playing billiards and taking the car to the track with my father and brother.
What is the most rewarding part of your position?
I find it most rewarding when clients gain clarity, peace of mind, and confidence as they work toward achieving their goals and dreams.
What do you hope to achieve for your clients?
I follow a three-step process to help clients pursue their goals:
- Get to know clients personally and financially.
- Create a financial plan that serves as a roadmap for their goals.
- Provide personalized advice tailored to client preferences while leveraging Heck Capital's investment philosophy and resources.
Through this process, I strive to build long-term relationships and deliver exceptional client satisfaction.