Phil McNulty Email & Phone Number
Certified Financial Planner @ Proxy Advisory
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Phil McNulty Location
- Phoenix, AZ, US
Phil McNulty Work
- Certified Financial Planner @ (July 2025 - Present)
- Registered Representative @ (July 2025 - Present)
- Registered Representative @ (January 2021 - July 2025)
- Certified Financial Planner @ (January 2021 - July 2025)
- Certified Financial Planner @ (October 2017 - January 2021)
- CERTIFIED FINANCIAL PLANNER (TM) @ (April 2016 - January 2021)
- Certified Financial Planner (TM) @ Phil McNulty, CFP ® (October 2010 - October 2017)
- Marine @ (January 1996 - January 2004)
Phil McNulty Education
- College for Financial Planning
Master’s Degree (Financial Planning and Services)
2018 - University of Memphis
Bachelor's
2004-2005
Phil McNulty Skills
- Investments
- Strategic Financial Planning
- Retirement Planning
- Retirement
- Wealth Management
- Risk Management
- Security
- Life Insurance
- Alternative Investments
- Financial Advisory
- Employee Benefits
- Financial Services
- Management
- Securities
- Insurance
- Analysis
- Microsoft Excel
- Certified Financial Planner
- Microsoft Office
- Strategic Planning
Phil McNulty Summary
- Phil McNulty, based in Phoenix, AZ, US, is currently a Certified Financial Planner at Proxy Advisory Group. Phil McNulty brings experience from previous roles at Cambridge Investment Research, Inc., LPL Financial, Verus Capital Partners, LLC and Securities America Inc.. Phil McNulty holds a Master’s Degree in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Investments, Strategic Financial Planning, Retirement Planning, Retirement, Wealth Management and more. Phil McNulty has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Phil McNulty?
Find contact details for 700 million professionals.
Top Proxy Advisory Employees
Janelle Martinez
Client Associate
Walnut Creek, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co