Pj Phillips Location
- Scottsdale, AZ, US
Pj Phillips Work
- 2024 - now Founder @
- 2022 - now Co Managing Director @ Center for Family Wealth
- 2021 - now Retired - 2021 @ None
- 2014 - 2021 Branch Manager @
- 2009 - 2021 Branch Manager @
- 2003 - 2009 Managing Partner @ Second Look Financial (owner)
- 1993 - 1999 Manager @
Pj Phillips Education
- FINRA Arbitration Training
None (Financial Compliance)
1995 - 2025 - University of Arizona
Bachelor of Science (BS) (Finance)
1984 - 1988 - University of Arizona
Bachelor of Arts (BA) (Psychology)
1982 - 1986 - Pepperdine Graziadio Business School
(Family Wealth)
2017null
Pj Phillips Skills
- Trading Strategies
- Series 63
- Banking
- Retirement Planning
- Financial Planning
- Teaching
- Portfolio Management
- Investments
- Team Leadership
- Investment Advisory
- Strategic Planning
- Asset Allocation
- Strategy
- Financial Services
- Sales Management
- Charitable Gift Planning
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Asset Management
- Credit
- Change Management
- Series 24
- Management
- Coaching
- Research
- Series 65
- Series 7
- Securities
Pj Phillips Summary
- Pj Phillips, based in Scottsdale, AZ, US, is currently a Founder at JustDinner. Pj Phillips brings experience from previous roles at Center for Family Wealth, None and TD Ameritrade. Pj Phillips holds a 1995 - 2025 None in Financial Compliance @ FINRA Arbitration Training. With a robust skill set that includes Trading Strategies, Series 63, Banking, Retirement Planning, Financial Planning and more. Pj Phillips has 1 emails and 2 mobile phone numbers on RocketReach.
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Pj Phillips
Founder
Scottsdale, AZ, US
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