Philip Schaefer Email & Phone Number
Financial Advisor @ WestPoint Financial Group
5 free lookup(s).
Philip Schaefer Location
- Indianapolis, IN, US
Philip Schaefer Work
- 2002 -now Financial Advisor @
- 2005 -now Financial Advisor @
- 2001 -2002 Supervisor @
Philip Schaefer Education
- Butler University - Lacy School of Business
Bachelor's degree (Finance, General)
1997-2001 - Butler University
Bachelor's (Finance)
1997-2001 - Parkway South HS 1993-1997
Philip Schaefer Skills
- Retirement Planning
- Strategic Financial Planning
- Investments
- Securities
- Finance
- Investment Management
- Trading
- Investment Advisory
- Investment Strategies
- Estate Planning
- Asset Allocation
- Customer Service
- Financial Advisory
- Comprehensive Planning
- Insurance Planning
- Portfolio Management
- Retirement Income Strategies
- 401k Rollovers
Philip Schaefer Summary
- Philip Schaefer, based in Indianapolis, IN, US, is currently a Financial Advisor at WestPoint Financial Group. Philip Schaefer brings experience from previous roles at MassMutual and First Financial Planners, Inc.. Philip Schaefer holds a 1997 - 2001 Bachelor's degree in Finance, General @ Butler University - Lacy School of Business. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Investments, Securities, Finance and more. Philip Schaefer has 3 emails on RocketReach.
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