Financial Advisor, CFP®, CHFC
Philip is a Wealth Advisor at Counsel Wealth Management. He has more than 30 years of experience in the insurance and investment industry designing and implementing retirement income strategies, holistic financial plans and business perpetuation solutions. Philip has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®.
He has a bachelor’s degree in Economics from St. Francis University in Loretto, PA. In addition, Philip is a Series 7: FINRA General Securities Representative, Series 24: FINRA General Securities Principal, Series 51: FINRA Municipal Fund Securities Principal with Larson Financial Securities, LLC, Series 63: Uniform Securities Agent, and Series 65: Investment Advisor Representative, in addition also being licensed in Wisconsin and Minnesota for Life, Accident and Health Insurance.
Check the background of this investment professional on FINRA’s BrokerCheck.
6160 Summit Dr N
Minneapolis, MN 55430