Philip E. Smith | Financial Advisor | Salient Wealth Planning

Philip E. Smith CFP®, ChFC®, MSFS, RICP®

Managing Director, Financial Advisor
Philip@salientwealthplanning.com
858-768-0096

23 Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • ChFC® (Chartered Financial Consultant®)
  • RICP® (Retirement Income Certified Professional®)
  • MSFS, Master of Science in Financial Services
  • Series 7, Securities License
  • Series 66 License
  • CA, Life, Accident & Health

Education

  • Master of Science, Financial Services, American College
  • Bachelor of Science, Business Administration, Finance, PLNU