Focus: Insurance Strategies, Investment Strategies, Business Owners, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning
Phil Roberts has eight years of experience as a Financial Planner. With his industry expertise and his CFP, CLU, and ChFC designations, he runs a well-rounded practice of investment management and insurance planning. From young families to retirees, he serves clients spanning diverse occupations and life stages. His Christian faith and love for people drive his passion for financial planning. When he’s not working he’s busy as a husband, father of two, drummer, and mountain biker.
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4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660