Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
7yrs
Philip Hecker has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Carlsbad, California. Philip has been with Global Retirement Partners since 2023. Global Retirement Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office5973 Avenida Encinas #202, Carlsbad, CA 92008
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$607,155
Advisors at the firm460
States licensed ?2 states
Services through Global Retirement Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowHUB Investment Partners, LLCCurrent
- 2023 – nowGlobal Retirement Partners LLCCurrent firm
Questions to ask Philip
Tailored to Philip’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Philip
How do I contact Philip?
Call Global Retirement Partners at (415) 526-2753 and ask for Philip Hecker. Philip works from the Carlsbad, CA office.
How long has Philip been a financial advisor?
Philip has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Philip hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Philip paid?
Global Retirement Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Philip for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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