Philip serves as a Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Philip practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Philip’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Philip brings more than 12 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Philip was a Wealth Advisor at an independent investment firm where he served high net worth individuals and families. Philip was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Philip earned a Bachelor of Science in Business Administration from San Jose State University. He also earned an Executive Certificate in Financial Planning from San Francisco State University. Philip is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Philip and his wife, Len, have a son – Dylan. In his spare time, Philip enjoys traveling, rooting for the local sports teams, giving back to his local community, and spending time with family and friends.
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