Kevin S. Phillips is President of Phillips Financial Management, an independent financial services firm located in North Phoenix, Arizona. He and his team provide comprehensive financial analysis in the areas of retirement and wealth preservation.
Kevin is an investment advisor representative with Verus Capital Partners, LLC and currently
Kevin S. Phillips is President of Phillips Financial Management, an independent financial services firm located in North Phoenix, Arizona. He and his team provide comprehensive financial analysis in the areas of retirement and wealth preservation.
Kevin is an investment advisor representative with Verus Capital Partners, LLC and currently holds FINRA series 7, 6, 63 and 65 securities registrations.
Since 1985, Kevin has been working and planning with individuals and businesses to develop a road map toward financial security. His knowledge and experience have assisted his clients in making well informed decisions to improve their financial situation.
Kevin has lived in Arizona since 1968. Kevin has been married to his sweetheart Angela for 33 years and has three children and 6 grandchildren.
Michael Phillips is an investment advisor representative for Verus Capital Partners, LLC and Certified Financial Planner™ for Phillips Financial Management since 2010. Michael graduated from Arizona State University's W.P. Carey School of Business with a bachelor's degree in Global Business with an emphasis in Finance. Michael earned his
Michael Phillips is an investment advisor representative for Verus Capital Partners, LLC and Certified Financial Planner™ for Phillips Financial Management since 2010. Michael graduated from Arizona State University's W.P. Carey School of Business with a bachelor's degree in Global Business with an emphasis in Finance. Michael earned his CFP® designation in 2012 and also holds series 7 and series 66 securities registrations. In addition, Michael is registered with the state of Arizona to offer both life and health insurance.
Being honest, transparent and hardworking are traits that Michael takes great pride in. Michael assists families and businesses in creating and executing a custom tailored financial plan that fits personal and specific goals. Michael believes that educating clients and giving thorough analysis is the key for clients to understand and believe in those specific goals.
Michael is married to his beautiful wife Michelle and has four beautiful daughters, Millie, Vera, Ruth, and Emerald. Away from business Michael enjoys traveling, playing golf and spending time with family and friends.
John is an investment advisor representative with Verus Capital Partners, LLC and CRPC (Chartered Retirement Planning Counselor) with Phillips Financial Management. John currently holds FINRA series 7, 66 securities registrations and is registered with the state of Arizona to offer Life Insurance. John graduated from Arizona State Univer
John is an investment advisor representative with Verus Capital Partners, LLC and CRPC (Chartered Retirement Planning Counselor) with Phillips Financial Management. John currently holds FINRA series 7, 66 securities registrations and is registered with the state of Arizona to offer Life Insurance. John graduated from Arizona State University and began working in the commodities sector primarily dealing win precious metal investments. After a decade in commodities, John sought the path of Financial Advisor to pursue his passion of helping clients create goals and paths for navigating through the financial side of life. He takes great pride in working with clients to design financial plans tailored to each clients specific situation.
John is married to his beautiful wife Sylvia (Syb) and is a father to two boys, Hudson and Grant. Away from business John enjoys spending time in the outdoors finding new adventures and places to explore.
Phillips Financial Management is an honest, transparent, friendly and hardworking financial firm. Clients can expect to have a specific and precise financial plan with their assets invested accordingly. Our strategies are designed to survive in any type of market with a broad mix of mutual funds, exchange traded funds, stocks, bonds and alternative investments.
The primary objective of Phillips Financial Management is to assist you in planning for your financial security and well-being. We develop a road map for families and businesses through innovative wealth management strategies while delivering unrivaled service and support throughout life-long client relationships.
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Advisory services offered through Verus Capital Partners, LLC. Phillips Financial Management and Verus Capital Partners, LLC are separate entities.
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