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Phil Telpner
Firm Owner - We help personal injury attorneys in Illinois, Wisconsin, and Indiana transform their financial future. We guide them from making a living to creating sustainable wealth. Advice Only-No Sales
Professional Background
Phil Telpner is a dedicated financial advisor with extensive experience in managing personal finances, especially tailored to the needs of personal injury attorneys in Illinois. His career is marked by a deep commitment to improving clients' financial health and helping them achieve financial independence. By leveraging innovative technology and human expertise, Phil leads his firm, Breakout Private Wealth, as president, where he has successfully created a model that pairs sophisticated financial strategies with personalized investment advice. His approach focuses on diagnosing key performance indicators that can significantly influence sustainable wealth, ensuring that his clients are not just managing their finances, but mastering them.
Before founding Breakout Private Wealth, Phil held several prestigious positions within the finance industry, each helping to sharpen his skills in wealth management and financial advising. His tenure at JPMorgan Chase & Co. as Vice President and Private Client Advisor laid a strong foundation in managing high-net-worth clients’ investment portfolios. He also gained invaluable experience at Morgan Stanley as a Financial Advisor, where he consulted with clients to enhance their financial situations and strategize for future growth. Phil has also served as a Private Wealth Advisor at Lakeside Wealth Management and held the position of Portfolio Manager at Schonfeld Securities, showcasing his diverse background in the finance sector.
Phil's early career involved being a Member of the Chicago Board of Trade at PJT Trading, which provided him with significant insights into the dynamics of trading and asset management. Through these positions, he cultivated a unique understanding of the complexities of personal finance, which he now applies to help others navigate their financial futures with assurance.
Education and Achievements
Phil Telpner completed his studies in Business and Finance at the Tippie College of Business at The University of Iowa. This educational background has proven instrumental in shaping his analytical and strategic thinking abilities. At the Tippie College, he acquired a solid foundation in core financial principles, which he has successfully integrated into his professional practice.
Throughout his career, Phil has earned a reputation for his thorough yet engaging approach to financial advising. He understands the delicate balance personal injury attorneys face, often prioritizing their clients' needs above their own financial wellness. Phil's empathetic nature, combined with his financial acumen, makes him a trusted partner for busy professionals seeking to regain control of their financial destinies.
One of Phil's significant contributions to the financial advisory space is his ongoing commitment to innovate within the industry by seamlessly marrying technology with personalized advice. His vision is to foster an environment where financial health becomes increasingly attainable, enabling clients to reach a point of financial independence where work is driven by desire rather than necessity.
Achievements
Phil Telpner's leadership at Breakout Private Wealth has established a new standard in financial planning for busy professionals, particularly in the legal field. His method entails an initial 15-minute chat, allowing potential clients to ascertain alignment before committing to longer engagements. This process reflects Phil’s customer-first philosophy, where he emphasizes building a relationship founded on trust and mutual understanding.
By utilizing an innovative app for clients to submit their net worth statements and to schedule in-depth meetings, he has streamlined the financial advisory process, which often can be seen as overly complex and inaccessible. His commitment to transparency and collaboration during these meetings has earned him loyal clients who appreciate the hands-on, friendly approach he brings to financial management.
Phil's efforts have consistently resulted in measurable improvements in the financial states of his clients, transforming their approach to wealth from a reactive stance to one that proactively supports them in achieving their financial goals. Additionally, his continuous monitoring of key financial indicators has enabled many to build sustainable wealth and achieve a comfortable lifestyle that integrates both financial prudence and personal fulfillment.
An advocate for financial education, Phil actively engages with clients, providing them with the tools and knowledge necessary to improve their financial literacy. He believes that an informed client is an empowered client, and this perspective drives much of the advisory work at Breakout Private Wealth.
In summary, as a financial advisor with a rich educational background and diverse professional experience, Phil Telpner is committed to enhancing the financial health of his clients, paving the way for their success and independence. His innovative approach blends technology and personalized service, setting a new benchmark in the financial advising industry, particularly for personal injury attorneys in Illinois who seek to achieve long-term financial wellness.
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