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Phillip is a CERTIFIED FINANCIAL PLANNERâ„¢ professional.

Phillip works with clients to develop comprehensive wealth management solutions that incorporate financial planning, investment strategies and tax and estate planning to help them achieve their financial goals. Before joining Mariner Wealth Advisors, Phillip worked at The Ayco Company/Mercer Allied, providing customized income tax strategies and estate plans to high-net-worth clients.

Phillip has a bachelor’s degree in finance from California State University, Long Beach.