Phil serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Phil’s comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance, and charitable planning. Phil will work with you personally to understand your needs and provide you with a customized plan to help achieve your goals.
Prior to joining Creative Planning, Phil worked for a major national financial services firm as a Vice President, Senior Account Executive. Phil’s career at Fidelity was spent working with individual clients assisting them with their financial needs. While at his prior employer, Phil also sat on numerous leadership panels to improve client experience.
Phil received a Bachelor’s degree from Eastern Connecticut State University and also holds the Certified Financial Planner™ certification.
Phil is an active participant in the Big Brothers program and currently has a little brother in LA. He lives in Santa Monica with his wife, Anne, their son, Thomas, and two dogs, Gracie and Miles. Phil also enjoys Crossfit and participating in triathlons.