Years of experience: 12
United StatesFinancial PlannerPortfolio ManagerInvestment OfficerFinanceBusiness Owner
Trust Score
Exceptionally trusted; proven professional excellence.
Philip's Career Path
Aug. 2021 -Present
Calton & Associates, Inc.CERTIFIED FINANCIAL PLANNER™
Thomasville, Georgia, United StatesA certified financial planner (CFP) is an individual that has received a formal designation from the Certified Financial Planner Board of Standards, Inc. CFPs help individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.
May. 2019 -Jan. 2020
Calton & Associates, Inc.Financial Advisor - Retirement Specialist - The Rosenburg Financial Group
Thomasville, GA
Apr. 2019 -Present
Calton & Associates, Inc.Financial Advisor
Thomasville, GA