Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs Email and Phone Number
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs work email
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Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs personal email
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs phone numbers
My mission is to serve my clients so they have a financial peace of mind. To me this means every area of financial planning must be addressed to include tax, estate, education, retirement, insurance, and growing & protecting investments. As a Certified Financial Planner (CPF®) Practitioner, they are all equally important. From my four years active US ARMY Infantryman and my experience during the past two major economic recessions (2000-2003 & 2007-2009), I will always strive to avoid significant investment losses and take advantage of market growth. “Hope for the best but prepare for the worst”. My planning philosophy is no one wants their financial life to be complex so I believe in making financial topics easy to understand. My goal is to intently listen, educate so you have a better understanding of your financial picture, and make your financial life more enjoyable so you can focus on what is more important to you. I am passionate about helping people understand their financial vision and turn it into a reality. My wife Natalie, a first-grade teacher, and I have been married for over 22 years with twin girls in college (War Eagle! & Sic ‘em Bears!). Now that we are empty nesters, our time is spent traveling anywhere and everywhere together simply for new experiences. Outside of my faith, my family, and my friends, I enjoy outdoor smoking/grilling, being outdoors hiking, and watching most sports on TV.
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Financial PlannerWorth Asset Management Feb 2021 - PresentDallas, Texas, Us
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AdvisorMoney Matters With Ken Moraif Jan 2016 - Feb 2021Plano, Texas, Us -
Financial AdvisorRetirement Planners Of America Jan 2016 - Feb 2021Plano, Texas, UsFormerly Money Matters with Ken Moraif -
Senior Managing AdvisorForvis Jan 2014 - Dec 2015Us, Us -
Financial AdvisorSmith Anglin Financial / Hd Vest Mar 2006 - Dec 2013Dallas, Tx, Us -
Premium Financial PlanningH.D. Vest Financial Services 2000 - 2006Irving, Tx, Us -
InfantryUs Army Oct 1990 - Oct 1994Arlington, Virginia, Us
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs Education Details
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University Of North TexasGeneral -
Plano Sr High School
Frequently Asked Questions about Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs
What company does Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs work for?
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs works for Worth Asset Management
What is Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's role at the current company?
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's current role is Financial Planner Financial at Worth Asset Management.
What is Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's email address?
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's email address is ph****@****bal.net
What is Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's direct phone number?
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's direct phone number is +146952*****
What schools did Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs attend?
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs attended University Of North Texas, Plano Sr High School.
What are some of Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs's interests?
Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs has interest in Coaching, Soccer, Scuba Diving, Golf, Running Obstacle Courses.
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