"A penny saved is a penny earned" - Benjamin Franklin

Philip is a Senior Wealth Manager at Copley Financial Group. He has over six years of experience working with clients and providing them financial and investment advice. As a fiduciary, he is devoted to putting clients first, helping them navigate the finance and investment world, and planning for retirement.

After serving 8 years in the Navy and Marine Corps, Philip still wanted to give back. While attending The University of San Diego (USD), he found his passion in investments and financial planning. He graduated with a Bachelor's Degree in Finance in 2019. Since then, he has acquired the Series 65, 7, 63, and Insurance licenses.

Philip lives in Santee, CA, with his wife, Amy, two children, and their dog, Khloe. Growing up in a small town in Minnesota, he brings his mid-west values along with him. He has called San Diego home for over 13 years and loves exploring everything southern California has to offer.