Phillip A. Sanchez

Phillip Sanchez 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.

Phillip earned the Certified Plan Fiduciary Advisor (CPFA^®) credential from the National Association of Plan Advisors. Earning the designation requires advisors to complete an extremely rigorous course and exam, covering a wide range of advanced topics. The certification demonstrates Phillip’s expertise and understanding of how to effectively evaluate, design, implement and manage an employer-sponsored retirement plan.

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.