Phil has been serving clients as a CERTIFIED FINANCIAL PLANNERTM professional for over 23 years. His mission as a financial planner is to assist his clients in identifying opportunities for improving their current financial situation. He employs strategies designed to help his clients reduce current taxes, optimize investments, plan for retirement, and efficiently transfer wealth to their children, grandchildren, and other chosen heirs. Phil provides unbiased advice and uncompromising personal service while guiding his clients toward achieving their goals for financial success.
Phil graduated from Saint Mary’s College of California with a bachelor’s degree in physics. He lives in Walnut Creek, CA, with his wife and two children.