Philip B. Moran,  CFP<sup>&reg;</sup> - Financial Advisor

Philip B. Moran, CFP®


Portfolio Advisory Council, LLC

3 Greenway Plaza, Ste 1776
Houston, TX 77046
(713) 574-6030


Philip Moran is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Portfolio Advisory Council, LLC in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CLTC

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources