Phillip S. Mahoney,  CFP<sup>&reg;</sup> - Financial Advisor

Phillip S. Mahoney, CFP®

CCO

Legacy Wealth Planning

10599 Double R Blvd
Reno, NV 89521
FINANCIAL ADVISOR'S WEBSITE
(866) 591-2500
(775) 850-2500

General

Phillip Mahoney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Wealth Planning in Reno, NV and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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