As a founding partner at Westmark Wealth Management, Jeremyi R. Sanchez, CFP®, RICP® has spent over 16 years specializing in financial planning for physicians, dentists, and high-earning professionals across the country. Based in Phoenix, Arizona, Jeremyi works with doctors at every stage of their career — from residents navigating medical school debt to established physicians building tax-efficient retirement strategies and protecting the wealth they've worked hard to create.
As a fee-based, fiduciary advisor, Jeremyi is legally and ethically required to act in his clients' best interest at all times — no conflicted advice. His practice is built around helping physicians reduce financial risk, optimize investment growth, and feel genuinely confident they are on track to meet the goals that matter most to them. His process is straightforward: identify what is important, develop an efficient plan, and continuously monitor that plan as life and careers evolve.
Whether you are a physician just starting to build wealth or a seasoned professional looking to protect and grow what you have, Jeremyi provides personalized, physician-focused financial guidance tailored to where you are in your career.
Beyond his work at Westmark, Jeremyi is deeply committed to giving back to the communities he serves. He serves as Treasurer on the Board of Directors for the Arizona Coalition to End Sexual and Domestic Violence (ACESDV), a statewide organization dedicated to supporting survivors and ending sexual and domestic violence in Arizona. Jeremyi believes that true financial stewardship extends beyond client portfolios — and that investing in the well-being of the community is just as important as investing for the future.
Jeremyi's areas of expertise include but are not limited to:
- Retirement / 401(k) Planning
- Investment and Portfolio Diversification
- Tax Minimization
- College Planning
- Insurance Planning
- Asset Protection Planning
- Fee-Based
- Estate Planning
Jeremyi's experience and awards:
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Retirement Income Certified Professional® (RICP®)
- Over 16 years of experience working with physicians
- 2015, 2016 Wealth Manager Award from Five Star Professionals**
- Series 6 License
- Series 7 License
- Series 63 License
- Series 65 License
Jeremyi has been invited to speak for many groups, including:
- Mayo Clinic
- Banner Health
- St. Joseph's Hospital
- Barrow Neurological Institute
- University of Arizona Medical Center
- Cedars-Sinai Medical Center
- University of California, Irvine Medical Center
- UCLA Medical Center
- University of Southern California Medical Center
- Kaiser Permanente
- Stanford University Medical Center
- University of California, San Francisco Medical Center
- Loma Linda University Medical Center
- University of Nevada School of Medicine
Ready to discuss your financial goals? Schedule a complimentary 1-hour consultation with Jeremyi directly:
Schedule Your Free Consultation
*Specific tax consequences should be verified by your tax professional.
**The FIVE Star Award is not indicative of the wealth manager's future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. About Five Star