Philip Watson (CFP®, MS, RLP)
Philip Watson focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
Philip M. Watson, CFP™, RLP™, M.S. is an independent, Fee-Only, financial advisor, a Registered Life Planner with the Kinder Institute of Life Planning, a member of the National Association of Tax Professionals and a registered member of NAPFA- the National Association of Personal Financial Advisors.
Additional Information
To schedule a complimentary meeting or a call to learn more about what we do, please click through the following link.
NAPFA Start Date
July 01, 2005
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.