Richard L. Phillips, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Phillips, Jr. CFP®

Managing Member

Phillips Financial Services

6920 Pointe Inverness Way, Ste 230
Fort Wayne, IN 46804-7926
FINANCIAL ADVISOR'S WEBSITE
(219) 420-7732

General

Richard Phillips is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Phillips Financial Services in Fort Wayne, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Helpful Financial Planning Resources