Phillip focuses on providing investment management and complex financial planning to clients approaching retirement and clients in retirement. He specializes in working with clients with multiple asset types and income streams to create tax-efficient strategies to achieve their goals. His mission is to consider the lifestyle, goals, risk tolerance, time horizon, and successors of the investor to make sound financial decisions. He prides himself on getting to know his clients on a deeper level to build a strong relationship.
Before joining Raymond James, Phillip started as a Financial Advisor with Merrill Lynch in 2017 before joining Raymond James in 2022. Phillip is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™. His professional licenses include Series 7, 9, 66 securities licenses and Life, Variable and Long Term Care Insurance licenses. He graduated from the University of Redlands with a Bachelor’s Degree in Business Administration with a minor in Accounting. He is on the committee for the Desert Estate Planning Council which has been enhancing the estate planning profession in the Coachella Valley for over forty years.
He 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.
CA Insurance License #4171608
Chartered Retirement Planning Counselor™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.