Certified Financial Planner™

Enrolled Agent

Accredited Investment Fiduciary

BIOGRAPHY

Phillip is a CERTIFIED FINANCIAL PLANNER™ professional with a strong background in financial planning. Phillip joined the Pure Financial team in 2016. Prior to becoming an Associate Advisor, Phillip served as a Senior Financial Planning Strategist for Pure Financial, where he played an integral role in providing in-depth analysis and construction of comprehensive financial plans. As an Associate Advisor, Phillip works with clients in areas of retirement planning, tax planning, estate planning, and investment strategies to ensure optimal strategies are in place and properly implemented in order to help clients reach their financial goals.

Phillip earned his CERTIFIED FINANCIAL PLANNER™ certification through San Diego State University. He maintains IRS Enrolled Agent status, the highest credential awarded by the IRS, enhancing his ability to provide meaningful tax planning guidance. As an Accredited Investment Fiduciary, Phillip is able to implement his specialized knowledge in a fiduciary capacity to benefit client’s investment strategies.

Born and raised in San Diego, Phillip enjoys spending his free time playing a variety of sports such as golf, football, and powerlifting and also enjoys exploring new places and time spent with friends and family.