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Phil Goldstein SHRM is a President at 1st Financial Investments, Inc. since September 2004. Additionally, Phil holds the position of Educator at The Society for Financial Awareness since July 2018. Prior to this, Phil worked as a Vice President, Investment Adviser at Merril Lynch Inc from June 1994 to June 1996, and as a Vice President, Investment Advisor at Prudential Financial from June 1983 to June 1994. Phil holds a Bachelor's degree in Business, Management, Marketing, and Related Support Services from the University of Miami, where Phil graduated from in 1972.