Paul Phillips, Financial Advisor

Financial Advisor
Paul W Phillips

CFP®, ADPA®
1210 Ruston Pass, Fort Wayne, IN 46825opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Values and Faith Based Investing
  • Charitable Giving
  • Domestic Partner Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ADPA®

    Accredited Domestic Partnership Advisor™

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Reading
  • Technology
  • News & Media

Team Members

  • Linda Fick
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(260) 490-9599

Fax

(866) 462-6290

Office Address

1210 Ruston Pass
Fort Wayne, IN 46825opens in a new window

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