Philip Masi Email & Phone Number
Certified Financial Planner @ Integrated Financial Partners
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Philip Masi Location
- Danbury, CT, US
Philip Masi Work
- 2004 -now Certified Financial Planner @
- 1992 -2003 Financial Planner @ Allmerica Financial
Philip Masi Education
- College for Financial Planning
CFP® (Financial Planning)
1997-2001 - University of Bridgeport
Master of Business Administration (M.B.A.) (Accounting)
1977-1982 - Villanova University
Bachelor of Science (Accounting)
1970-1974
Philip Masi Skills
- Retirement Planning
- Retirement Distribution Strategies
- Financial Planning
- Fee Planning
- Investments
- Wealth Transfer
- Charitable Gift Planning
- Tax Reduction Strategies
- Wealth Management
- Portfolio Analysis
- Wealth Accumulation
- Qualified Retirement Plans
- 401k Rollovers
- Risk Management
- Family Income Protection Strategies
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Special Needs Planning
- Education Funding Strategies
- Business Owner Planning
- Business Continuity Planning
- Business Succession Planning
- Simple IRA
- SEP IRA
- Employee Benefits
- Executive Compensation Planning
- Employee Educational Workshops
- Business Succession
- Retirement Distribution
- Accounting
- Qualified Retirement
- Education Funding
- Employee Educational
- Microsoft Office
- Business Continuity
- Marketing
- Executive Compensation
- Project Planning
- Financial Reporting
- Family Income
Philip Masi Summary
- Philip Masi, based in Danbury, CT, US, is currently a Certified Financial Planner at Integrated Financial Partners. Philip Masi brings experience from previous roles at Allmerica Financial. Philip Masi holds a 1997 - 2001 CFP® in Financial Planning @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Retirement Distribution Strategies, Financial Planning, Fee Planning, Investments and more. Philip Masi has 1 emails and 1 mobile phone numbers on RocketReach.
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