Pat Phillips, CFP®

Wealth Architect at Wealth Architects, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Experience

  • Wealth Architects, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Architect
      • Aug 2006 - Present

      I am a client advisor at Wealth Architects. We work with successful people and their families. First, we learn what they value most. We then help them define and prioritize their goals. Finally, we simplify and manage their finances so they can focus on what’s most important to them in life. I am a client advisor at Wealth Architects. We work with successful people and their families. First, we learn what they value most. We then help them define and prioritize their goals. Finally, we simplify and manage their finances so they can focus on what’s most important to them in life.

Education

  • Stanford University
    B.A., Economics
    2001 - 2005

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