Phil is a Financial Advisor at Summitry with over 20 years of experience in wealth management and investment planning. He is dedicated to helping his clients navigate their financial journeys. Phil recognizes that while some clients may share common goals, each individual’s circumstances and aspirations are unique. Through building meaningful relationships with his clients and deepening his understanding of their unique needs, he focuses on delivering tailored solutions through thoughtful and comprehensive financial planning.
Prior to joining Summitry, Phil earned a Bachelor of Arts degree in Finance at San Jose State University. He developed a wide-ranging skill set advising high-net-worth and ultra-high-net-worth clients at firms such as Fidelity Investments and Charles Schwab & Co.
Phil is a Bay Area native and currently resides in San Mateo with his wife and daughter. He enjoys spending time with his family, cooking, watching English Premier League football, and traveling internationally with his family whenever possible.