Phil serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His comprehensive and analytical approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance and charitable planning.
Prior to joining Creative Planning, Phil was a Vice President and Senior Investment Counselor for one of the nation’s largest investment advisory firms where he worked directly with high net worth individuals and families. He was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to ensure they achieved their goals. Phil has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients and providing comprehensive wealth management specifically for the needs of high net-worth households.
Phil graduated from the University of California San Diego and received his Bachelor’s Degree in Economics. He also holds the Accredited Investment Fiduciary designation.
Phil is a distinguished and avid IRONMAN® triathlete and enjoys spending time with his wife Katie, playing with their rescue pit-mix Nina at the local dog beach, eating good food and traveling.