Philip is a Wealth Advisor with over 30 years of experience working with insurance and investments. He specializes in designing and implementing retirement income strategies, holistic financial plans and business perpetuation solutions for his esteemed clients. Philip has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®.

He has a bachelor’s degree in Economics from St. Francis University in Loretto, PA. In addition, Philip is a Series 7: FINRA General Securities Representative, Series 24: FINRA General Securities Principal, Series 51: FINRA Municipal Fund Securities Principal with Larson Financial Securities, LLC, Series 63: Uniform Securities Agent, and Series 65: Investment Advisor Representative, in addition also being licensed in Wisconsin and Minnesota for Life, Accident and Health Insurance.

Check the background of this investment professional on FINRA’s BrokerCheck.