Holistic Financial Planning is the foundation of Phillip’s practice. Connecting all the components of a comprehensive wealth management plan, including investments, tax, estate, and corporate trust planning acts as the roadmap to help ensure his clients maintain the lifestyle they desire in retirement. Listening to your individual situation to uncover and understand your financial goals while considering all your wealth management needs, from lifestyle and retirement to charitable giving and legacy is his mission.
Phillip joined Raymond James in 2022 as part of the firm’s Advisor Mastery Program where he earned his CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™ Designations before becoming a part of the Global Wealth Solutions Group. Prior to Raymond James he worked for Merrill Lynch/Bank of America for 6 years serving as a dual licensed banker and investment advisor. He graduated from the University of Redlands with a bachelor’s degree in Business Administration and a minor in accounting.
Giving back is important to Phillip. He is an active member and on the committee for the Desert Estate Planning Council an affiliate of the National Association of Estate Planners & Council. The primary goal of the committee is to help the professionals in Coachella and neighboring Valley’s better understand estate planning, and further the education of the members and the general public in the field.
Phillip grew up in La Quinta and is a lifelong resident of the Coachella Valley where he resides with his partner Deyssi and their daughter Sofia. Phillip enjoys fantasy football and cooking with his family.