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 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.