Professional Recognition and Achievements

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.