Suggestions
Philip Bodine
Wealth Strategist and President at Verdeo Financial and Insurance Services
Philip Bodine is the President and Wealth Strategist at Verdeo Financial and Insurance Services, a position he has held since September 1989. Based in Granite Bay, California, he specializes in helping highly compensated executives achieve a tax-free retirement without relying on traditional investment vehicles like Wall Street, 401(k)s, IRAs, or real estate.
His approach focuses on optimizing wealth potential, creating financial security, and providing strategies that allow clients to enjoy their wealth without the fear of depleting it. Bodine emphasizes the importance of independent fiduciary responsibility, ensuring that the financial strategies he offers are of the highest quality and tailored to meet the unique needs of his clients. He holds a Bachelor of Science in Business with a concentration in Finance from Indiana University-Purdue University at Fort Wayne, which he completed between 1985 and 1989.1
