Phillip began his career in financial services in 2015. Prior to joining Mercer Advisors, he did financial planning at a Bay Area firm, where he leveraged his background in teaching to provide clarity to clients as they made financial decisions. He completed the Personal Financial Planning program at the University of California, Berkeley before passing the CFP® exam and becoming a CERTIFIED FINANCIAL PLANNERTM professional. He holds the FINRA Series 66 License. In his free time, he enjoys cycling and travel, ideally combining the two.
235 Montgomery Street
San Francisco, California 94104
100 Pringle Avenue
Walnut Creek, California 94596