For over 25 years, Managing Director Phillip L. Currie, Jr. has consulted in the employee and executive benefits field where he is recognized as an industry leader. His expertise includes designing executive benefit programs that align plan design features with corporate objectives and the implementation of various employee benefit cost take out strategies.Dedicated to the client relationship, Phil says, “I must listen first, not assuming I know your objectives, before I am able to make my recommendations.”Phil currently oversees the management of numerous employee and executive benefit programs for his Fortune 1000 clients, which are long-term client relationships that are built on trust and confidence in Phil’s experience and integrity.More than 15 years of experience as a top executive benefits producer for one of the nation’s leading service providers; recognized as a leader of various employee benefit cost take out strategiesBegan his career in the employee benefits division of Sedgwick James, which later merged with Marsh. At Sedgwick James, he developed the national “Standards of Practice” for the firm’s Executive Benefits GroupCity of Glendora Investment Advisory CommitteeBoard of the Glendora Unified School District EndowmentJunior Achievement Volunteer for Glendora, CaliforniaDegrees, Certifications, and RegistrationsSeries 7 and 63 registeredInsurance licensed since 1989University of Southern California, Bachelor of Science in Business AdministrationPhillip Currie is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. CA License #0A29734Check the background of this investment professional on FINRA's BrokerCheck