Phil joined CFS Investment Advisory Services in January 2018 after spending two and half years at Ernst & Young in their Financial Services Advisory practice where he consulted for the top global Wealth and Asset Management companies. His projects ranged from risk management, operations, financial technology implementations and business process management. Phil earned his Bachelor of Business Administration degree with concentrations in Finance and Strategy from the University of Michigan in 2015.
As a financial advisor, he helps his clients establish and pursue their financial goals. He also supports the private wealth management team with client relationship management, retirement planning, trading support and investment management. Phil earned the Certified Financial Planner™ certification in 2020 and holds his securities and insurance licenses.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.