Phil Fiore, CFP, ChSNC
Phil Fiore, CFP, ChSNC
As a CERTIFIED FINANCIAL PLANNER TM professional, I am dedicated to helping my clients build and secure their financial future.
Some of the lessons my father taught me were the value of hard work, leadership, and most importantly planning. I would always crack up at the hand-written driving directions even when GPS had been around for years. Growing up whether it was setting the kitchen table, sweeping the deck before winter, or hitting balls in the batting cage, I was taught that if you are going to do something, you need to be calculated and do it right.
I never knew how important that planning would be until I got the call that my 53-year-old dad was in the hospital and wasn’t going to make it. I learned right then, that life can happen in an instant and you need to be ready.
Those lessons about planning were not just words. My family was left in a spot where my father’s proper preparation left us in a good position. The kids were able to go to college and my mother was eventually able to retire. I have seen the impact good financial planning can have, so I decided to devote my career to paying it forward. Now I want to make sure everyone I meet is in the best position for the best of times and the worst of times.
In today’s day it is hard enough to live for today, never mind save for tomorrow. It is our responsibility to spread the best advice to as many people as possible and solve the retirement crisis that is facing millions of Americans every day. The way we do it is through understanding your situation, respecting your assets, educating you on your options, solving your problems, monitoring your progress, and staying in touch.
Not everyone needs or thinks they need a financial advisor, but no one should have to figure it out by themselves.
One of my passions is working with families with children with special needs. I hold the Chartered Special Needs Consultant designation from the American College of Financial Planning. This designation was earned after rigourous training and education program that provided me the technical, collaborative, and quantitative skills necessary to help clients with special needs. I help them plan for the uncertain in a changing landscape. I stay active in the community by giving educational workshops to parents for the financial future of their special needs children. If I can provide peace of mind I know I have done my job.
I managed about 20 financial professionals with a combined over 100 years' experience who tailor custom financial models to suit individual client needs. We strive to teach clients not only how to grow their wealth but how to protect it as well from market volatility, taxes, inflation, etc. Our specialties include retirement planning and tax reduction strategies.
I received a designation as a Retirement Planning Specialist through advanced education at The Wharton School of Executive Education. Between my knowledge, experience, backing from my firm, and desire to make the world a better place, I feel confident we can help any person better their financial future. If you fail to plan, you plan to fail. Start today.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
CA Insurance License #: 4039490
Equitable Advisors is a national firm with offices throughout the country. The firm supports its advisors in being independent and assisting their clients as fiduciaries.
Phil Fiore has chosen to primarily focus his practice on helping families with children with disabilities. Growing up in the community, Phil has had numerous personal experiences that have made him passionate about combining financial expertise with helping people in this area. Phil underwent additional education and obtained skills through the Chartered Special Needs Consultant program. Upon graduating and earning the ChSNC title and designation, Phil pursued a CERTIFIED FINANCIAL PLANNER designation. This designation is widely recognized as the most comprehensive education and designation available in the financial planning community. It requires years of studying, passing exams, maintaining a satisfactory compliance record, and completing ongoing continuing education each year. Additionally, Phil obtained a Retirement Planning Specialist designation from the University of Pennsylvania and a Credentialed Holistic Financial Coach designation from Columbia University.
With over a decade of experience, extensive education, and multiple designations from reputable institutions, Phil possesses the necessary skills and knowledge to effectively address most financial planning issues in the special needs sphere. He has a strong network of external resources and works with a team of experts. Most importantly, Phil meets clients wherever they are in their planning journey and does not discriminate. Don't hesitate to reach out for a no-cost consultation today.
|Monday||8:00 AM||7:00 PM|
|Tuesday||8:00 AM||7:00 PM|
|Wednesday||8:00 AM||7:00 PM|
|Thursday||8:00 AM||7:00 PM|
|Friday||8:00 AM||6:00 PM|
CostNo Cost for Initial Conversation
Fee Only Planning and Asset Under Management Fee Based Planning Options Available
After initial conversations, engagement letter is provided outlining cost and areas that will be addressed if client pursues working relationship.
What Is a Special Needs Planner?
5700 Wilshire Blvd
Los Angeles, CA 90036
21700 W Oxnard St
Woodland Hills, CA 91367
2050 Main Street
Irvine, CA 92614
4370 La Jolla Village Dr
San Diego, CA 92122
On the web
As a CERTIFIED FINANCIAL PLANNER TM professional, I am dedicated to helping my clients build and secure their financial future. Some of the lessons my father taught me were the value of hard work, leadership, and most importantly planning. I would always crack up at the hand-written driving directions e...