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As a CFP® practitioner, I have been serving clients for over 20 years in a financial advisory capacity. My mission as a financial planner is to assist clients in identifying opportunities for improving their current financial situation. I employ strategies designed to help my clients reduce current taxes, optimize investments, plan for retirement, and efficiently transfer wealth to their children, grandchildren and other chosen heirs. I provide unbiased advice and uncompromising personal service while guiding my clients towards achieving their goals for financial success. The work begins with my clients today developing into long term relationships that allow for adjustments to their plan as life changes.I graduated from Saint Mary's College of California with a bachelor's degree in Physics. I'm the past President of the Walnut Creek Kiwanis Club. I live in Walnut Creek with my wife and two children.
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Financial AdvisorFusion Wealth Advisors Sep 2001 - PresentSan Francisco Bay Area | NapaPhillip Cordano is a registered representative of Osaic FA.Securities offered through Osaic FA, Inc., member FINRA/SIPC. Investment advisory services offered through Sagemark Consulting, a marketing name for Osaic FA, Inc. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.CRN-4360650-022222
Phillip Cordano Education Details
Frequently Asked Questions about Phillip Cordano
What company does Phillip Cordano work for?
Phillip Cordano works for Fusion Wealth Advisors
What is Phillip Cordano's role at the current company?
Phillip Cordano's current role is CFP®.
What is Phillip Cordano's email address?
Phillip Cordano's email address is ph****@****lfg.com
What is Phillip Cordano's direct phone number?
Phillip Cordano's direct phone number is +141526*****
What schools did Phillip Cordano attend?
Phillip Cordano attended Saint Mary's College Of California.
What are some of Phillip Cordano's interests?
Phillip Cordano has interest in Kids, Cooking, Gardening, Investing, Electronics, Home Improvement, Reading, Crafts, Gourmet Cooking, Sports.
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