Phillip  DeSantis,  CFP<sup>&reg;</sup> - Financial Advisor

Phillip DeSantis, CFP®

CPA,

31395 Seven Mile Rd., Suite A
Livonia, MI 48152
(734) 452-7990 CONNECT WITH Phillip
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General

Phillip DeSantis is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at in Livonia, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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