Philip Nydick,
CFP®
Financial Advisor
Email: phil@cfsias.com
Philip Nydick, CFP® joined CFS Investment Advisory Services in January 2018 after spending more than two years at Ernst & Young in their Financial Services Advisory practice, where he consulted for leading global wealth and asset management firms. His work at EY focused on risk management, operations, financial technology implementations, and business process improvement.
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 at CFS, Phil works closely with clients to help them establish and pursue their financial goals by developing comprehensive financial plans. He also supports the private wealth management team across client relationship management, retirement planning, trading, and investment management.
Phil earned the Certified Financial Planner™ (CFP®) 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.