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Philippe Workman Email & Phone Number

Financial Planning Counselor at Fisher Investments
Location: Dallas, Texas, United States 6 work roles 1 school
1 work email found @fisherinvestments.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email p****@fisherinvestments.com
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Current company
Fisher Investments
Role
Financial Planning Counselor
Location
Dallas, Texas, United States
Company size
2996 employees

Who is Philippe Workman? Overview

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Quick answer

Philippe Workman is listed as Financial Planning Counselor at Fisher Investments, a company with 2996 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Philippe Workman.

Philippe Workman previously worked as Senior CPF(r) Financial Advisor at Vanguard and Investment Counselor Group Manager at Fisher Investments. Philippe Workman holds Bachelor'S Degree, Business/Finance from University Of Phoenix.

Company email context

Email format at Fisher Investments

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{first_initial}{last}@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Philippe Workman. Compare company email patterns before reaching out.

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Profile bio

About Philippe Workman

CERTIFIED FINANCIAL PLANNER™ with 13+ years in the finance industry. Client-focused contributor capable of identifying the unique needs of each client to produce a comprehensive, well-researched financial plan. Respected liaison with the ability to communicate highly advanced financial information to novice investors. Fluent in English and Spanish. Technically proficient in Microsoft Office. In addition to the CFP® designation, I have the Chartered Retirement Planning Counselor℠ and Accredited Wealth Management Advisor℠ designations. Additional capabilities include: • Management • Training / Mentoring• Client Relationship Management• Verbal / Written Communication• Process Improvement• Problem Solving

Current workplace

Philippe Workman's current company

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Fisher Investments
Fisher Investments
Financial Planning Counselor
camas, washington, united states
Website
fisherinvestments.com
Employees
2996
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Company profile
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6 roles

Philippe Workman work experience

A career timeline built from the work history available for this profile.

Senior Cpf(R) Financial Advisor

Vanguard

Dallas, Texas, United States

Feb 2023 - Sep 2024

Investment Counselor Group Manager

Fisher Investments

Dallas-Fort Worth Metroplex

Founded in 1979, Fisher Investments is an independent investment adviser with offices in Washington, California, Texas, and Florida. The firm manages assets within its Institutional, Private Client, International Group, and 401(k) Solutions Groups. FI manages money for over 175 large institutions and over forty thousand high net worth individuals. Founder.

Oct 2021 - Jan 2023

Investment Counselor

Fisher Investments

Dallas/Fort Worth Area

Founded in 1979, Fisher Investments is an independent investment adviser with offices in Washington, California, and Texas. The firm manages assets within its Institutional, Private Client, International Group, and 401(k) Solutions Groups. FI manages money for over 175 large institutions and over forty thousand high net worth individuals. Founder and.

Nov 2018 - Oct 2021

Financial Planner

Learnvest Planning Services, Llc
  • Maintained a book of over 300 clients. Met with customers to develop an in-depth understanding of individual financial needs and goals in order to create customized financial plans. Fielded questions and offered advice.
  • Maintained a planner satisfaction score of 9.65 out of 10.
  • Led the planning team in identifying and proposing process improvements.
  • Submitted client advice, including a detailed budgeting article, for broad-based distribution.
Mar 2015 - Jun 2018

Employer Plan Specialist

Vanguard

Scottsdale, AZ

  • Provided investment guidance to hundreds of retirement plan participants. Gained experience working with defined contribution, defined benefit and non-qualified plans. Achievements include the following:
  • Served on an executive services team providing assistance to clients with retirement assets over $500,000.
  • Appointed to mentor and lead 3 licensing groups in preparation for the FINRA Series 6 and 63 exams.
  • Led training, including updating materials and delivering presentations, for bilingual employees.
Aug 2011 - Feb 2015
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →

BF Blake Fields Blake Fields Colleague at Fisher Investments St Petersburg, Florida, United States, United States View → EM Eric Maruta Eric Maruta Colleague at Fisher Investments San Mateo, California, United States, United States View → RM Rob Moore Rob Moore Colleague at Fisher Investments Dallas-Fort Worth Metroplex, United States View → AS Angelina Shumskiy Angelina Shumskiy Colleague at Fisher Investments Washougal, Washington, United States, United States View → KR Keith R Williams Keith R Williams Colleague at Fisher Investments Greater Richmond Region, United States View → KM Kieran Mccormack Kieran Mccormack Colleague at Fisher Investments Dallas-Fort Worth Metroplex, United States View → MV Mira Valeva Mira Valeva Colleague at Fisher Investments Tampa, Florida, United States, United States View → CS Crystal Simon Crystal Simon Colleague at Fisher Investments Tampa, Florida, United States, United States View → AM Alec Moss Alec Moss Colleague at Fisher Investments Portland, Oregon Metropolitan Area, United States View → JG Jason Granados Jason Granados Colleague at Fisher Investments United States, United States View →
1 education record

Philippe Workman education

FAQ

Frequently asked questions about Philippe Workman

Quick answers generated from the profile data available on this page.

What company does Philippe Workman work for?

Philippe Workman works for Fisher Investments.

What is Philippe Workman's role at Fisher Investments?

Philippe Workman is listed as Financial Planning Counselor at Fisher Investments.

What is Philippe Workman's email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Philippe Workman at Fisher Investments.

Where is Philippe Workman based?

Philippe Workman is based in Dallas, Texas, United States while working with Fisher Investments.

What companies has Philippe Workman worked for?

Philippe Workman has worked for Fisher Investments, Vanguard, and Learnvest Planning Services, Llc.

Who are Philippe Workman's colleagues at Fisher Investments?

Philippe Workman's colleagues at Fisher Investments include Blake Fields, Eric Maruta, Rob Moore, Angelina Shumskiy, and Keith R Williams.

How can I contact Philippe Workman?

You can use AeroLeads to view verified contact signals for Philippe Workman at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Philippe Workman attend?

Philippe Workman holds Bachelor'S Degree, Business/Finance from University Of Phoenix.

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