Phil began his career in the financial services business in 1982 and has been a Director with Kingsbridge Financial Group since 1996. Although highly regarded for his work in life insurance and retirement planning, his greatest strength may be the ability to communicate and share that knowledge in an informative, straight-forward way that clients can easily understand and act upon.
A true generalist surrounded by specialists, Phil's strongpoint is his ability to match the client's needs with the vast product and personnel resources available through the Kingsbridge organization and our affiliates.
After playing four years of varsity baseball at Fairleigh Dickinson University, Phil switched his competitive focus to golf and now plays extensively in state and regional amateur events. He is also a past Board Member and now advisor to the Metropolitan Golf Association and the MGA Foundation, a non-profit organization that supports the game and uses golf as the doorway for youngsters to learn key life principles and gain exposure to potential employment opportunities.
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.