Phillip Do
Paraplanner
Designations & Licenses: AIF®
Phillip graduated from California State University, Fullerton, where he received a degree in Business Administration with an emphasis in Financial Planning.
Phillip holds the following licenses:
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
Phillip was born and raised in Orange County and currently lives in Garden Grove. In his spare time, he enjoys hiking with his dog, indoor/outdoor rock climbing, snowboarding, paddle boarding, and traveling