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Philip Strategist

Helping Business Professionals Achieve Their Full Wealth Potential with More Cashflow, More Liquidity & Fewer Taxes Than Their Current Plan
Rocklin, California, United States
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Philip Strategist

Helping Business Professionals Achieve Their Full Wealth Potential with More Cashflow, More Liquidity & Fewer Taxes Than Their Current Plan
Rocklin, California, United States
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Phil Bodine is a finance expert with a passion for helping businesses and professionals build and preserve their wealth. With a Bachelor's degree in Business Finance from Indiana University-Purdue University at Fort Wayne, he has extensive knowledge of the industry and has founded Verdeo Financial and Insurance Services where he currently serves as President and Wealth Strategist. Phil believes that everyone can achieve their optimum potential in building their wealth, and that there are forces and financial advisory services that prevent people from reaching that potential. As an independent fiduciary, Phil and his team focus on their clients' perspectives and values to create a personalized financial strategy that increases efficiency, reduces risk, and minimizes taxes. By prioritizing their clients' peace of mind, Phil seeks to help them optimize their wealth potential, create a quality of life that exceeds their expectations, and leave a lasting impact on their families, charities, and community.

This public profile is provided courtesy of Clay. All information found here is in the public domain.