Phil is an Investment Advisor Representative with WELLth Advisory Services. As a Managing Director for Strategic Retirement Partners, Phil is responsible for servicing clients, as well as growing the firm’s practice in the Central Florida market. He is a specialist in investment due diligence processes, fiduciary best practices, and provider benchmarking. Phil also provides extensive experience in delivering customized employee education services to help promote more positive retirement outcomes.
With more than two decades of industry experience, Phillip has served as Chief Investment Officer for Chepenik Financial and also as a Private Financial Advisor at SunTrust Bank. Phillip is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (TM) professional. He is a regular speaker at industry conferences, actively serves on the board of several community organizations, and is a trustee of the City of Maitland Police & Fire Pension Fund.
Phillip lives in Orlando, Florida with his wife, two sons. He is an avid runner and has completed three marathons. He also enjoys reading and spending family vacations skiing.
What is one thing you obsess over?
Being on time
If you were a crayon, what color would you be?
Navy Blue....I bleed Blue & White for the Nittany Lions
What did you want to be when you grew up?
Always wanted to work in Finance – favorite movie growing up was Wall Street