Phillip Natale, RICP®

Phillip Natale has worked in the financial industry since 2005. He started his career as a junior partner at Morgan Stanley, where he achieved his licenses and developed his understanding of the various financial investment markets.  Soon after, Phillip decided to advance his career by joining AXA Advisors, LLC, now known as Equitable Advisors, where he repeatedly saw his clients' need for a more holistic and comprehensive approach to retirement planning beyond simple investment. Through further education and training, Phillip joined the Retirement Benefits Group and obtained the Retirement Income Certified Retirement Professional® designation where he now focuses on working with state, county, and local municipal employers and their employees.

Teaming up for you, Phillip Natale has built a team of comprehensive retirement professionals to even better serve clients' growing need for Comprehensive Retirement Planning. The team focus is to provide 457 deferred compensation to government, county, city and local public employees and to help them understand financial planning, wealth management, investment allocation, life insurance, retirement strategies, long term care and estate planning strategies. By forming this team, we understand the financial needs of governmental employees and their families.

Phillip Natale and his team are dedicated to helping you make sure that you and your families are protected and that your investment strategies are putting you on track toward achieving your financial goals. Phillip's superb financial experience regarding proper education, investments, retirement, and life insurance planning, as well as his excellent, personalized client service, can help you ensure that your individual retirement plan will meet you and your family's needs.

Phillip Natale has worked in the financial services industry since 2006. He started his career as a junior partner at Morgan Stanley, where he achieved his licenses and developed his understanding of the various financial investment markets. Soon after, Phillip decided to advance his career by joining the Equitable Advisors Group when he repeatedly saw his clients' need for a more holistic and comprehensive approach to financial planning beyond simple investment. Through further education and training, Phillip joined Equitable's Retirement Benefits Group where he now specializes in working with state, county, and local municipal employers and their employees.

As part of his continued dedication to serving his clients, in 2014 Phillip earned the Retirement Income Certified Professional® professional designation from The American College, Bryn Mawr, PA.  The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income.  The rigorous three course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs.  From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.

Teaming up for you, Phillip Natale has built a team of comprehensive financial professionals to better serve clients growing need for Comprehensive Financial Planning. The teams focus is to provide 457 deferred compensation to government, county, city, and local public employees and to help them understand Financial Planning, Cash Management, Investment Allocations, Life Insurance, Retirement Withdraw Strategies, Long Term Health Care and Estate Planning. By forming this team we understand the financial needs of individuals and government employees
 

Phillip Natale and his team are dedicated to making sure that you and your families are protected and that your investment strategies are putting you on track toward achieving your financial goals.  Phillip's superb financial acumen regarding proper education, investments, retirement, and life insurance planning and their excellent, personalized client service ensure that your individual retirement plan will meet your and your family's Philland his team provides this through a simple four-step approach:

By providing an initial consultation and assessment of personal financial wants, needs, and goals
 

By analyzing and prioritizing your information and goals
 

By presenting Phillip and his team find that clients most appreciate this last step in ensuring their financial success and future security. Your financial plan is a living organism, and so it must evolve as your life does. Phillip and his team understand that lives change, plans change, and things happen, and they will be there for you as t