Philip A. Simonides,  CFP<sup>&reg;</sup> - Financial Advisor

Philip A. Simonides, CFP®

Vice President

McAdam

8000 Towers Cresent Drive, Suite 1300, OFC 1374
Vienna, VA 22182
(703) 851-2880

General

Philip Simonides is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McAdam in Vienna, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Risk Management Specialist

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources