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Philip Hartwell, Cfp

Certified Financial Planner at Hartwell Financial Services
Intro Book
Experienced financial planner with 41 years of experience delivering retirement planning and wealth management services.
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Location
Torrance, California, United States, US
Languages
  • English -
Skills
  • Retirement Planning
  • Wealth Management
  • Investment Advisory
  • Investments
  • Financial Planning
  • Show all
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Bio

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Philip Hartwell, CFP, is a seasoned financial professional with 41 years of experience in retirement planning, wealth management, and investment advisory. He has worked as a Branch Manager at Royal Alliance Associates INC and National Sales Manager at Kelty Packs, helping individuals achieve their financial goals and dreams. Hartwell holds a Bachelor of Arts degree from Syracuse University and a Master of Real Property degree from Burklyn Business School.

Credentials

  • Certified Financial Planner
    Financial Plannig Association
    Apr, 1984
    - Jun, 2026

Experience

  • Hartwell Financial Services
    • Certified Financial Planner
  • Hartwell Financial Services
    • 2790 Skypark Drive, Suite 200, Torrance, CA 90505
    • Certified Financial Planner
      • Jun 1983 - Present
      • 2790 Skypark Drive, Suite 200, Torrance, CA 90505

      Planning is a process. I help individuals articulate thier financial goals and dreams and then work with them over time to help achieve what they have set out to do.

  • Royal Alliance Associates INC
    • 2790 Skypark Drive, Suite 200, Torrance, CA 905...
    • Branch Manager
      • 1987 - 2013
      • 2790 Skypark Drive, Suite 200, Torrance, CA 905...

      I supervise 7 other advisors in the branch and work with a select group of individuals. Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FNIC/SIPC and a registered investment advisor. HARTWELL FINANCIAL SERVICES is not affiliated with Royal Allia...

  • Kelty Packs
    • National Sales Manager
      • Jun 1980 - Jun 1982

      Worked with regional reps to improve relationsips with key accounts.

Education

  • 1970 - 1972
    Syracuse University
  • 1964 - 1970
    Syracuse University
  • 1979 - 1979
    Burklyn Business School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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