Philip Is A Wealth Advisor, Wealth Management Services At Destination Wealth Management. He has worked in the financial services industry since 2009. Philip partners with clients to assess their unique financial situations in order to offer objective and holistic advice. Philip enjoys building personal relationships with his clients and is truly passionate about the team he works with and the positive impact they can have on clients’ lives. He strives on giving his clients an amazingly personalized and thoughtful wealth management experience.
Philip started his career working with Chase Bank and Wells Fargo Bank in a variety of areas including Mortgage, Business and Private Banking. Prior to joining Destination Wealth Management, Philip was a Wealth Advisor at Polaris Greystone Financial Group in San Rafael where he met with high net worth individuals and families on a regular basis and provided comprehensive financial planning to help better manage and protect their wealth.
Philip was born and raised in San Jose, California and graduated from San Jose State University with a Bachelor of Science in Business Administration and earned his Executive Certificate in Financial Planning from San Francisco State University. As a Bay Area native, Philip enjoys spending time with his family, rooting for the local sports teams, traveling while trying new cuisines, playing the piano and giving back to the local community.