Philip K. Royal,  CFP<sup>&reg;</sup> - Financial Advisor

Philip K. Royal, CFP®

President

Master Plan Wealth Management

1340 Environ Way, Bldg 1000
Chapel Hill, NC 27517

Master Plan Wealth Management

570 Golfers View
Pittsboro, NC 27312

Master Plan Wealth Management

15 Constitution Drive
Bedford, NH 03110
FINANCIAL ADVISOR'S WEBSITE
(919) 533-6413
(919) 533-6264

General

Philip Royal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Master Plan Wealth Management in Chapel Hill, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

More

Helpful Financial Planning Resources