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Phil Boscarino, CFP®
UHNW Family Office Services
Phil Boscarino, CFP®, is a finance and tech enthusiast with a diverse background in the financial industry.
He studied Accounting at California State University, Chico, and Business Administration at the University of California, Riverside.
Phil had worked at various leading organizations, including AdvicePeriod, Westside Investment Management, Gurman Wealth Management, and State Street.
During his tenure at AdvicePeriod, he took on roles in UHNW Family Office Services, Reporting & Analytics, showcasing his expertise in finance and operations.
Phil also served as the Director of Operations at Westside Investment Management, highlighting his leadership skills, and as a Fund Accountant at State Street, displaying his financial acumen.
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Location
Los Angeles, California, United States
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People also viewed
Victoria Walters
School Business Manager at Heber Primary School
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Mutual Connections
See who you know in common with Phil