Dan Phillips Email & Phone Number

For many years, I was an advisor to Financial Advisors and worked for the biggest investment management companies in the world. I decided to bring those experiences and understandings to small business owners, individuals and families. I think the methods of our industry have not evolved as quickly as technology and consumer habits have changed. Therefore, I have built a service model that is simpler and more efficient for my clients.30 years of experience have shown me the best, and the worst practices in financial advisory. I was heavily influenced by my years working for the Prince of Liechtenstein at GT Global and my decade at Goldman Sachs Asset Management; during which I received various awards from clients such as Smith Barney's Investment Consulting Group. This knowledge allows me to provide more thoughtful, long-term portfolio construction, also being tax-aware in my allocations and porfolio management.I enjoy being involved in the community by sharing expertise as an unofficial advisor to several startup companies. I was the President of Eastside FC, a premier youth soccer program with 660 athletes and I'm proud to see that some of those kids have played for US National Teams.Now that our kids have grown my wife and I have simplified our life. For example, she raises bees and I pretend to help. What I'm really passionate about doing in my spare time is competing in Masters Swimming. I try to attend all National Championships and the occasional international one. I've made many friends this way and hope to see you at a meet soon.

Listed skills include Investments, Series 7, Mutual Funds, Financial Services, and 6 others.