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Philip Liner profile image

Philip Liner

CERTIFIED FINANCIAL PLANNER™ at Priority Wealth Management, L.L.C.
Intro Book
Seasoned financial planner with CFP and CRPC certifications.
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Location
New Baltimore, Michigan, United States, US
Languages
  • English -
Skills
  • Accounting
  • Tax
  • Tax Preparation
  • Payroll Services
  • Small Business
  • Show all
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Bio

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Philip Liner is a seasoned financial professional with 34 years of experience in accounting, tax, and financial planning. He holds certifications as a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC), and has worked with various organizations, including Priority Wealth Management and PwC.

Credentials

  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Jan, 2002
    - May, 2026
  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Board of Standards, Inc
    Jan, 1990
    - May, 2026
  • Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
    College for Financial Planning
    Aug, 2002
    - May, 2026

Experience

  • Priority Wealth Management, L.L.C.
    • Chesterfield, MI
    • CERTIFIED FINANCIAL PLANNER™
      • Dec 1995 - Present
      • Chesterfield, MI

      Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk managementWe also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family?

  • Priority Accounting, Tax & Payroll / Priority Quick Tax, Inc
    • Chesterfield, MI
    • President
      • Dec 1989 - Present
      • Chesterfield, MI

      Income Tax Planning and Preparation. Small Business Accounting and Payroll

  • Liner & Associates
    • Southfield, Michigan
    • Owner
      • 1985 - 1989
      • Southfield, Michigan

      Management Consulting

  • Jewish Welfare Federation and United Jewish Charities of Detroit
    • Greater Detroit Area
    • Director of Finance and Administration
      • 1983 - 1985
      • Greater Detroit Area

      Acted as first Chief Financial Officer of organization with over $200 million in assets. Oversaw establishment of financial policies for financial reporting and budgeting and handling all banking, insurance, investment and real estate matters.Coordinated activities of volunteer committees, including Audit, Finance, Investment, Pension and Insurance, Human Resources and Real Estate.Supervised Accounting, Information Technology, Human Resources, and Property Management Functions.

  • Alsan International
    • Dearborn, Michigan
    • Executive Search Consultant
      • 1981 - 1983
      • Dearborn, Michigan

      Identify and Recruit Candidates for Mid Level Executive Positions at client companies

  • PwC
    • Greater Detroit Area
    • Senior Auditor
      • 1979 - 1981
      • Greater Detroit Area

      Coordination and Consolidation of Foreign Audits of Large Client

  • Arthur Young
    • Greater Detroit Area
    • Computer Audit Specialist
      • 1977 - 1978
      • Greater Detroit Area

Education

  • 1974 - 1975
    University of Michigan - Stephen M. Ross School of Business
    Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
  • 1970 - 1973
    University of Michigan College of Literature, Science, and the Arts
    Transferred to Business School to Complete Degree

Suggested Services

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Industry Focus. “Financial Services”

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