Mr. P. Joseph Phillips has had over 17 years of previous financial experience at some of the largest financial institutions in the world.
Mr. Phillips brings a vast knowledge of the financial world, investing and the retirement products. From Wall Street to Charles Schwab® and American Express®.
Previously Mr. Phillips was involved with building and servicing clients and their needs. His innovative mind has brought us the the Charitable Profit Arrangement, and it's Charitable Sharing Accounts. Mr. Phillips now spends all his time on the cpa program and Philanthropic work.
