Donovan Sanchez (Certified Student Loan Professional, CFP®, ChFC®, CLU)

Donovan Sanchez focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Millennials

Planning Specialties

Financial planning for physicians who believe in independent advice for a fair price.

Additional Information

I grew up the oldest of four siblings in a small agricultural community in the Bay Area, California. After briefly attending college I served a two-year, full-time mission among the good people of El Salvador and Belize. Upon my return I earned a bachelor’s degree from Brigham Young University in Provo, Utah.

Prior to graduation I found my dream girl and managed to convince her to marry me. In 2015 we moved to Illinois to be close to family. We love the Midwest with its beautiful colors and seasons, but also make time to visit relatives in California and Utah every summer.

My faith is very personal and the guiding force in my life. My family is everything to me and make life rich and fulfilling. Knowing that I’m far from perfect, I strive to be a little better every day, be a good person, and live a good life.

Education and Training

CERTIFIED FINANCIAL PLANNER™ Professional

Chartered Financial Consultant®

Certified Student Loan Professional®

Chartered Life Underwriter®

Master of Science in Advanced Financial Planning with a Concentration in Taxation — Expected Completion in December 2020

Memberships and Associations

Financial Planning Association

National Association of Personal Financial Advisors

XY Planning Network

NAPFA Start Date

August 18, 2020

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This Office

15 S Old State Capitol Plz Fl 2 Springfield, IL 62701-1589 Phone: (309) 839-9494