Phil and his wife Rosanne live in West Bloomfield. They have been married for 30 years and have two children, Becky, who is a Marketing Consultant in Chicago and Alan, who is a senior at Wayne State University.
In their leisure time Phil and Rosanne enjoy attending Detroit Symphony concerts, and plays at the Fisher Theater. They enjoy spending time with family and friends locally and in Florida and Chicago and Cleveland.
Phil has over 35 years experience, first as a CPA with an international public accounting firm; then as Director of Finance and Administration for the Jewish Welfare Federation of Metropolitan Detroit, and finally in his own firm. He began practicing as a CERTIFIED FINANCIAL PLANNER™ in 1990. In 2004, he joined one of the largest independent firms in the state, the America Group Retirement Strategy Centers, to further his objective of providing his clients with high-quality, personalized financial advice.
Phil is a CERTIFIED FINANCIAL PLANNER™ Practitioner, so you can be sure that he provides expert and professional planning services. To earn the CFP® designation, Phil had to complete an approved education program, pass a rigorous examination and meet stringent experience requirements. Additional training and another examination resulted in becoming a Chartered Retirement Planning Counselor (CRPC). Phil also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Phil is Securities Licensed Series 7 and Series 63 registered with LPL Financial.