Phillip Advisor Email & Phone Number
CEO and Wealth Management Advisor @ Sutter Wealth Management
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Phillip Advisor Location
- Roseville, CA, US
Phillip Advisor Work
- 2010 -now CEO and Wealth Management Advisor @
- 1996 -2010 Wealth Management Advisor @
- 1990 -1996 Registered Representative @
Phillip Advisor Education
- California State University, Fresno
Phillip Advisor Skills
- Wealth Management
- Business Planning
- Business Succession Planning
- Business Valuation
- Asset Preservation Strategies
- Life Insurance Planning
- ESOP
- Qualified Retirement Plans
- Separately Managed Accounts
- Stocks
- Municipal Bonds
- ETFs
- Retirement Planning
- Investments
- Succession Planning
- Life Insurance
- Financial Services
- Series 7
- Portfolio Management
- Retirement
- Finance
- Financial Advisory
- Mutual Funds
- Asset Allocation
- Financial Planners
- Series 63
- Financial Planning
- Strategic Planning
- Trading
Phillip Advisor Summary
- Phillip Advisor, based in Roseville, CA, US, is currently a CEO and Wealth Management Advisor at Sutter Wealth Management. Phillip Advisor brings experience from previous roles at Merrill Lynch and Edward Jones. Phillip Advisor holds a California State University, Fresno. With a robust skill set that includes Wealth Management, Business Planning, Business Succession Planning, Business Valuation, Asset Preservation Strategies and more. Phillip Advisor has 1 emails and 1 mobile phone numbers on RocketReach.
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