Why trust us to give you financial advice and help you make some of the most important and complex decisions of your life? We have over 10 years of personal experience in the financial industry, an extensive educational background, certifications from the most respected organizations in the financial planning community, and a dedication to continually upgrading that knowledge over time so that we can offer you the highest quality advice.
Phil studied Military History and Computer Science at The United States Military Academy at West Point where he was in the top 10% of his class. He graduated with a Bachelor of Arts in History from the Ohio State University in 2003. Later, he studied towards his Master’s in Business Administration through Webster University, which was about two-thirds completed when he put it on hold to work on his financial practice and earn his Certified Financial Planner (CFP®)Designation & Chartered Financial Consultant (ChFC®) Designation. He has subsequently transferred his MBA credits to the American College to apply towards his Phd in Financial Planning which he hopes to complete through the American College, in Bryn Mawr, PA, by the end of 2017.
Certified Financial Planner – CFP®: July 2010 – June 2013 Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own. – Click here to Learn More
Chartered Financial Consultant – ChFC® July 2010 – May 2013:Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. Click here to Learn More
Financial Advisor for American Express Financial Advisors: June 2003-June 2005
Financial Advisor for AXA Advisors, LLC: June 2006 – August 2013
President & Founder of rebel Financial LLC: May 2013 – Present