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Phil Wheat, Cfp.®, Aif®, Ces™, Msfs Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ and Registered Principal at United Planners Financial Services
Location: Mckinney, Texas, United States 4 work roles 2 schools
2 work emails found @unitedplanners.com 5 phones found area 972, 480, and 214 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 5 phones

Work email p****@unitedplanners.com
Direct phone (972) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
United Planners Financial Services
Role
CERTIFIED FINANCIAL PLANNER™ and Registered Principal
Location
Mckinney, Texas, United States
Company size
218 employees

Who is Phil Wheat, Cfp.®, Aif®, Ces™, Msfs? Overview

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Quick answer

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs is listed as CERTIFIED FINANCIAL PLANNER™ and Registered Principal at United Planners Financial Services, a company with 218 employees, based in Mckinney, Texas, United States. AeroLeads shows a work email signal at unitedplanners.com, phone signal with area code 972, 480, 214, and a matched LinkedIn profile for Phil Wheat, Cfp.®, Aif®, Ces™, Msfs.

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs previously worked as CERTIFIED FINANCIAL PLANNER™/ Registered Principal at United Planners Financial Services and Owner at Wheat-Givens Financial, Llc. Phil Wheat, Cfp.®, Aif®, Ces™, Msfs holds Msfs, Financial Services from American College.

Company email context

Email format at United Planners Financial Services

This section adds company-level context without repeating Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's masked contact details.

*@unitedplanners.com
74% confidence

AeroLeads found 2 current-domain work email signals for Phil Wheat, Cfp.®, Aif®, Ces™, Msfs. Compare company email patterns before reaching out.

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Profile bio

About Phil Wheat, Cfp.®, Aif®, Ces™, Msfs

Do you really know who is watching over your investments?Clients of Wheat-Givens Financial do!As a registered investment advisory firm, we develop individual investment plans for each client - no one size fits most. You have unique needs, wants and desires and your money should be working to help you meet those in a way that makes sense to you.Our clients are some of the most busy people we know - they are busy being great at what they do and they look to us to be great at what we do for them. Our clients stay informed about their investments through easy-to-understand monthly reports with items for attention when needed. Too busy to read your report? Expect a personal notification requesting a few minutes of your time to discuss a recommendation.Whether you need a full financial picture review or just a place to rollover a 401(k), we would love to help!Phil Wheat is a Registered Principal of and offers securities through United Planners Financial Services Member FINRA, SIPC. Advisory Services offered through Wheat-Givens Financial, LLC. Wheat-Givens Financial and United Planners are not affiliated companies.

Listed skills include Retirement, Wealth Management, Retirement Planning, Investment Advisory, and 12 others.

Current workplace

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's current company

Company context helps verify the profile and gives searchers a useful next step.

United Planners Financial Services
United Planners Financial Services
CERTIFIED FINANCIAL PLANNER™ and Registered Principal
McKinney, TX, US
Website
unitedplanners.com
Employees
218
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Company profile
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4 roles · 53 years

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs work experience

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

Certified Financial Planner Tm / Registered Investment Advisor

Current
Wheat-Givens Financial, Llc (Formerly Phil D. Wheat, Cfp®)
1973 - Present ~53 yrs 4 mos
Team & coworkers

Colleagues at United Planners Financial Services

Other employees you can reach at unitedplanners.com. View company contacts for 218 employees →

RT Rosemary Tipton Rosemary Tipton Colleague at United Planners Financial Services Phoenix, Arizona, United States, United States View → MB Michelle Bergmann Michelle Bergmann Colleague at United Planners Financial Services Wausau-Stevens Point Area, United States View → AB Amy Bunker Amy Bunker Colleague at United Planners Financial Services Rancho Cordova, California, United States, United States View → BT Boyd Taylor Clu, Chfc, Cfs, Aif Boyd Taylor Clu, Chfc, Cfs, Aif Colleague at United Planners Financial Services Mesa, Arizona, United States, United States View → CA Chris Arthur, Iaccp Chris Arthur, Iaccp Colleague at United Planners Financial Services Coralville, Iowa, United States, United States View → MW Matthew West Matthew West Colleague at United Planners Financial Services Mesa, Arizona, United States, United States View → JS Julie Stipetich Julie Stipetich Colleague at United Planners Financial Services Greater Duluth Area, United States View → SS Steve Story Steve Story Colleague at United Planners Financial Services Ogden, Utah, United States, United States View → RN Rod Nishikawa Rod Nishikawa Colleague at United Planners Financial Services Davis, California, United States, United States View → LC Lindsey Chrystan, Cfp®️ Lindsey Chrystan, Cfp®️ Colleague at United Planners Financial Services Grandville, Michigan, United States, United States View →
2 education records

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs education

Msfs, Financial Services

American College
FAQ

Frequently asked questions about Phil Wheat, Cfp.®, Aif®, Ces™, Msfs

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

What company does Phil Wheat, Cfp.®, Aif®, Ces™, Msfs work for?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs works for United Planners Financial Services.

What is Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's role at United Planners Financial Services?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs is listed as CERTIFIED FINANCIAL PLANNER™ and Registered Principal at United Planners Financial Services.

What is Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's email address?

AeroLeads has found 2 work email signals at @unitedplanners.com for Phil Wheat, Cfp.®, Aif®, Ces™, Msfs at United Planners Financial Services.

What is Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's phone number?

AeroLeads has found 5 phone signal(s) with area code 972, 480, 214 for Phil Wheat, Cfp.®, Aif®, Ces™, Msfs at United Planners Financial Services.

Where is Phil Wheat, Cfp.®, Aif®, Ces™, Msfs based?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs is based in Mckinney, Texas, United States while working with United Planners Financial Services.

What companies has Phil Wheat, Cfp.®, Aif®, Ces™, Msfs worked for?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs has worked for United Planners Financial Services, Wheat-Givens Financial, Llc, and Wheat-Givens Financial, Llc (Formerly Phil D. Wheat, Cfp®).

Who are Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's colleagues at United Planners Financial Services?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs's colleagues at United Planners Financial Services include Rosemary Tipton, Michelle Bergmann, Amy Bunker, Boyd Taylor Clu, Chfc, Cfs, Aif, and Chris Arthur, Iaccp.

How can I contact Phil Wheat, Cfp.®, Aif®, Ces™, Msfs?

You can use AeroLeads to view verified contact signals for Phil Wheat, Cfp.®, Aif®, Ces™, Msfs at United Planners Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Phil Wheat, Cfp.®, Aif®, Ces™, Msfs attend?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs holds Msfs, Financial Services from American College.

What skills is Phil Wheat, Cfp.®, Aif®, Ces™, Msfs known for?

Phil Wheat, Cfp.®, Aif®, Ces™, Msfs is listed with skills including Retirement, Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Advisory, Iras, and 401K Rollovers.

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