Phil serves as a Wealth Manager and works directly with clients to develop and implement comprehensive financial plans that address their most complex goals and financial needs. This comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, insurance, and charitable planning.
Phil has over 18 years of industry experience helping families and business owners. Prior to joining Creative Planning, he worked at an independent registered investment advisory firm as a Retirement Plan Consultant and Financial Planner. He also served in the United States Navy and attained the rank of Lieutenant Commander.
Phil graduated from the University of California at Berkeley with a Bachelor of Science degree in Business Administration with an emphasis in Finance. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. Additionally, he has earned the Certified Plan Fiduciary (CPFA) designation from the National Association of Plan Advisors.
Phil and his wife Erinn reside in Ventura with their children, Lauren and Max. He is an active member of his church and in his spare time enjoys cheering on his kids in sports, training Brazilian Jiu Jitsu, and playing golf and tennis.