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As an Investment Advisor Representative Phil Is responsible for providing service and analysis for the firm’s corporate retirement plan and investment management clients. Phil advises clients on managing investment fiduciary, investment due diligence, fee benchmarking, assists with plan design, and employee education and communication programs. Phil also provides guidance on non-qualified plans and executive plans.Phil lives in San Clemente, CA with his wife Renee and three children, Sophia, Olivia and Ryan. Phil enjoys golfing and playing with his kids.Phil is originally from Orange, CA and attended Orange Lutheran High School and the University of Arizona.Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Retirement Benefits Group and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLCThe information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately dele

We focus on implementing investment and benefit solutions for companies and individuals. Our solutions include; Retirement plans, Executive Bonus Plans, Deferred Compensation Plans, Individual Wealth Management, Group Medical Plans, Dental,Vision, Life Insurance, Cobra Administration, and HR Management.

I worked for a Wealth Management Team that worked with individuals and small business. I concentrated on Retiremenet Plans for companies with 1 to 200 employees.

As a Territory Manager for Pioneer Electrinics I was responsible for supporting our distribution channel and developing new business direclty with End Users. I represented industrial video and display products as well as optical media storage systems.

At Optical laser I started out as a Terriory Manager responsible for selling Document Management and Optical Storage Solutions to resellers and direct clients. I later moved into a management role specializing in selling Digital Video and Broadcasting equipment to AV resellers.