Phillip Do
Paraplanner
Designations & Licenses: AIF®
Phillip graduated from California State University, Fullerton, where he received a degree in Business Administration with an emphasis in Financial Planning.
Phillip holds the following licenses:
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
Phillip is passionate about guiding individuals and families through the intricacies of retirement, estate, and tax planning. Committed to a personalized, client-first approach, he takes great care in crafting financial strategies that align with each client’s goals.
Phillip was born and raised in Orange County and currently lives in Garden Grove. In his spare time, he enjoys hiking with his dog, indoor/outdoor rock climbing, snowboarding, paddle boarding, and traveling