Phil is a founding principal and managing director of AIM Capital of Arizona. He brings over 20 years of experience providing wealth management services to clients. Phil holds Certified Financial Planner (CFP®), Chartered Financial Consultant, and Certified Life Underwriting designations; all of which require advanced education within our industry. Phil is the Chief Investment Officer, and is a member of the investment council. His responsibilities and experience include developing long-term investment strategies and communicating complex financial concepts.
Phil was born and raised in Los Angeles, Prior to founding AIM Capital of Arizona, he started his investment career in 1987 with Cantor Fitzgerald, spent the next 15 years as a financial advisor with Charles Schwab & Co., and then established his own firm, PLN Investment Strategies, LLC. Phil works extensively with clients in all realms of financial planning and portfolio management. His experience and ability to objectively analyze each client’s situation, allows him to provide sound financial advice, exceptional customer service and a tailored plan.
Phil has been happily married to Michelle since 1997 and has two boys who keep busy with their active year round basketball schedule and general love for sports. In his free time, Philip enjoys spending time with his family and friends, playing basketball with his kids, cycling, traveling and reading.