Investment & Planning

Growing up in Boston, Phil always had a thing for math and numbers. In high school, he knew he was hooked on finance after taking an introductory economics class and competing in mock investment contests. Phil went on to earn a Bachelor of Science in Business Administration degree in finance from Northeastern University before relocating to Southern California. Prior to joining Westmount, he spent over a decade working for large investment companies as a consultant to financial advisors. Most recently, he was a vice president and wealth advisor at Lido Advisors.

Now a senior advisor at Westmount, Phil applies his nearly 20 years of industry experience advising clients on custom-tailored investment and wealth planning strategies. Phil lives with his wife and two children in Orange County, where they enjoy all that Southern California has to offer: surfing, hiking, and exploring the outdoors.