Bio

Phil serves as managing principal and chief investment officer of Arbol Financial Strategies, LLC after a highly successful career with Smith Barney and later Thrivent Financial where he was one of the company’s top producing advisors. In addition Phil has a long history of success in the areas of business development, marketing and consulting. He is very passionate about his work with clients and as chief investment officer, specializes in asset management strategies, insurance planning and taxation issues. Phil holds the series 7 and 66 registrations through LPL Financial and also has his FIC designation. He is currently finishing coursework to become an enrolled agent with the IRS. In addition he is a Member of NAIFA and has been a Million Dollar Roundtable Qualifier for 2009, 2010 and 2011.