Phil has been serving clients since 2001 in a financial advisory capacity. His mission as a financial planner is to assist his clients in identifying opportunities for improving their current financial situation. He employs strategies designed to help his clients reduce current taxes, optimize investments, plan for retirement, and efficiently transfer wealth to their children, grandchildren and other chosen heirs. Phil provides unbiased advice and uncompromising personal service while guiding his clients towards achieving their goals for financial success. The work he begins with his clients today develops into long term relationships that allow for adjustments to their plan as life changes.

Phil graduated from Saint Mary's College of California with a bachelor's degree in Physics. He is a past President of the Walnut Creek Kiwanis Club as well as a current member of the San Francisco Rotary #2 Club. He lives in Walnut Creek with his wife and two children.