Phillip B. Kaiser,  CFP<sup>&reg;</sup> - Financial Advisor

Phillip B. Kaiser, CFP®

CFA, CMT

Managing Principal, Financial Advisor, Investment Strategist, Portfolio Manager

PK Quantitative Investing, LLC

4100 N 1st Avenue
Tucson, AZ 85719

General

Phillip Kaiser is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PK Quantitative Investing, LLC in Tucson, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Chartered Market Technician (CMT)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Government & Military, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Men's Finances, Personal Taxes, Women's Finances

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