Phillip M. Edwards, CFP® Financial Planning
Qualifications
Being in the business for nearly 20 years, I am continuing to enhance my knowledge of the changes taking place in the financial marketplace.
My affiliations and professional networking enable me to call upon others in areas that my require additional expertise.
Credentials Include:
Graduate of Wright State University with a degree in Financial Services
Graduate of the College for Financial Planning distinguished CFP® designation
Currently enrolled in The American College working towards the ChFC and CLU designations'
Currently working toward an MBA degree in Financial Planning
Licenses 7, 63, & 65 for securities through The O.N. Equity Sales Company
Licensed Health, Life and Annuities Agent
Active member of many local and national financial planning associations