Philippe Workman Email & Phone Number

Dallas, Texas, United States

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 and Executive Chairman Ken Fisher wrote a monthly ‘Portfolio Strategy’ column for Forbes magazine from 1984 to 2017, making him the longest continuously running columnist in the magazine’s history. He is a regular contributor to USA Today, Financial Times, Interactive Investor, and Germany’s Focus Money. He has written multiple books on investing and personal finance including four New York Times bestsellers.

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 Executive Chairman Ken Fisher wrote a monthly ‘Portfolio Strategy’ column for Forbes magazine from 1984 to 2017, making him the longest continuously running columnist in the magazine’s history. He is a regular contributor to USA Today, Financial Times, Interactive Investor, and Germany’s Focus Money. He has written multiple books on investing and personal finance including four New York Times bestsellers.

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 to clients utilizing a natural ability to convey complex financial information in simple terms. Achievements include the following:• 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.

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.