Phil Attebery, AIF®
Wealth Manager, Partner
Phil serves as a Wealth Manager and Partner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 20 years of experience, Phil has spent his entire career in the financial services industry. Prior to joining Creative Planning, he was a Vice President and Senior Investment Counselor for one of the nation’s largest investment advisory firms, where he worked exclusively with high-net-worth individuals.
Phil received a Bachelor of Science degree in economics from the University of California San Diego and is an Accredited Investment Fiduciary® designee, as designated by Fi360.
In his spare time, Phil enjoys traveling with his wife, Katie, spending time outdoors with his rescue pit bulls, Nina and Juniper, and eating good local food. He is also a distinguished IRONMAN® triathlete, a competitive golfer and a chess enthusiast.
Articles by Phil Attebery, AIF®
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