Phil attended San Diego State University and graduated with a Bachelor of Science degree in Business Administration emphasis in Finance. Upon completion of college, he started working for Capital Financial Consultants Group (formerly Steckler & Wynns Financial Group) in 2001. While working for this firm, Phil progressed from client services, to a licensed FINRA series 7 representative assistant, and eventually earned his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 2008. He has been integral in the formation of the CAVU Wealth Management RIA, and is currently serving as the Chief Compliance Officer (CCO). His focus right now includes providing customized retirement plan strategies to business owners and assisting planning clients reach their retirement goals.
Away from work, Phil spends most of his time with family and friends in the San Diego area either patronizing local eating establishments, watching movies, or maybe playing a friendly game of Texas Hold’em.