Philip Halsey

Philip Halsey is a San Francisco-based financial planning specialist with experience in the tech and financial industries. He holds a Bachelor of Science in Financial Planning and Services from San Francisco State University. Philip has worked with companies such as Square and LendingClub in recovery and risk management, as well as loan operations and underwriting. With a keen eye for detail and a passion for helping people with their financial goals, Philip brings his expertise to every role he takes on. When he's not working, you can find him exploring the great outdoors or enjoying a good book.