Designations and Licenses

Phillip is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Phillip works with clients to develop comprehensive wealth management solutions that incorporate financial planning, investment strategies and tax and estate planning to help them achieve their financial goals. Before joining Mariner, Phillip worked at The Ayco Company/Mercer Allied, providing customized income tax strategies and estate plans to high-net-worth clients.

Phillip has a bachelor’s degree in finance from California State University, Long Beach.

Personal Interests

In his free time, Phillip enjoys experiencing new restaurants and spending time with his wife and son.