Senior Partner Philip Fessler has 30 years of experience as a Financial Advisor to high-net-worth and ultra-high-net-worth business owners and professionals.

Phil began his career in 1995 as a Fixed Income Specialist at Kennedy, Cabot & Company, where he advised and educated individual and institutional clients on their fixed income needs. Through mergers of the company into TD Ameritrade, Phil held multiple roles, culminating with his final role as Senior Financial Advisor, which he held for 9 years.

Since 2012, Phil has served as a Senior Financial Advisor at Wells Fargo Advisors, working closely with the Wells Fargo Private Bank in advising clients on trust and wealth management, retirement planning and more.

Phil has a passion for mentoring young minds to becoming financially independent. Outside of the office, he lives an active life in Redondo Beach and enjoys spending time with his family.

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