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Phil Fiore, CFP®, ChSNC®

Retirement, tax reduction strategies, and special needs financial planning.

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Equitable Advisors Phil Fiore, CFP®, ChSNC®
Los Angeles, CA

Serving Clients Nationwide

Retirement, tax reduction strategies, and special needs financial planning.

Rated 5.0 out of 5
4 Certified Advisor Reviews™
Rate this Advisor

310-231-7775

Website

Areas of Focus

  • Inherited Wealth
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Special Needs Planning
  • Taxes

About Me

Hi, I'm Phil Fiore. As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping my clients build and secure their financial future.

Some of the lessons my father taught me were the value of hard work, leadership, and most importantly planning. I would always crack up at the hand-written driving directions even when GPS had been around for years. Growing up whether it was setting the kitchen table, sweeping the deck before winter, or hitting balls in the batting cage, I was taught that if you are going to do something, you need to be calculated and do it right.

I never knew how important that planning would be until I got the call that my 53-year-old dad was in the hospital and wasn’t going to make it. I learned right then, that life can happen in an instant and you need to be ready.

Those lessons about planning were not just words. My family was left in a spot where my father’s proper preparation left us in a good position. The kids were able to go to college and my mother was eventually able to retire. I have seen the impact good financial planning can have, so I decided to devote my career to paying it forward. Now I want to make sure everyone I meet is in the best position for the best of times and the worst of times.

In today’s day it is hard enough to live for today, never mind save for tomorrow. It is our responsibility to spread the best advice to as many people as possible and solve the retirement crisis that is facing millions of Americans every day. The way we do it is through understanding your situation, respecting your assets, educating you on your options, solving your problems, monitoring your progress, and staying in touch.

Not everyone needs or thinks they need a financial advisor, but no one should have to figure it out by themselves.

My driving mission is to get people to whatever financial independence means to them. I do so with a team approach! Our advising team was the top district in Southern California and #3 MDA Team in the country within Equitable in the past 2 years.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Special Needs Consultant (ChSNC)

Affiliations

  • CFP Board

Primary Location

5700 Wilshire Blvd, Suite 120A Los Angeles, CA 90036

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars
Book Intro Call

Compensation Methods

  • Commissions
  • Fee Based
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call and discuss how I might help you create a strategy to address your financial goals. As an Equitable Advisors financial professional, I can offer you an array of products and services, all backed by the capabilities and experience of some of the world's leading financial companies. These include Alliance Bernstein Holdings L.P. and Equitable Financial Life Insurance Company. To set up a no-obligation appointment, please fill out the form via the link above, indicating how you would prefer I contact you. I look forward to working with you.

Offers Investment Management

Yes

About our Firm

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

Our mission is simple: to provide innovative and practical financial programs for our valued clients.

✅ MY MISSION

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

My mission is to deliver practical ideas using investment and insurance strategies to help you make the most of your financial future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the phone number listed on my Home page or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

✅ PRACTICE AREAS

• Growing Your Wealth and Continued Savings
• Tax Efficient Investments
• Estate Planning Strategies
• Special Needs Planning
• Retirement Planning
• Investment Allocation Strategies
• Wealth Protection
• Business Planning and Benefits

Education

University of Maryland, Bachelor's Degree, Business, Psychology | The Wharton School, Retirement Planning Specialist, Finance, General | Teachers College, Columbia University

Hobbies and Interests

  • Beach
  • Camping
  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Hiking
  • Softball
  • Tennis

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Special Needs
  • Technology Professionals
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Aug 18, 2023
We have been working with Phil for several years. Phil has been a great help to keep us on track for our retirement and our girls college funds. He always suggests little changes to get closer to our goals. I’ll highly recommend to work with Phil.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Martine Richard-Kiazand
Martine Richard-Kiazand

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Aug 17, 2023
Phil is a pro, he is very straight forward and always gives great advise. Even during tough times he is a straight shooter and a planner. I am glad he is around to help my family out..
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kabir Chahal
Kabir Chahal

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 1, 2023
Phil was amazing with his knowledge and generous with the time he spent researching and providing information to help with our financial needs. He is a great financial advisor that clearly has his client's best interest. We are thankful for his advice and look forward to continuing our relationship in the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Donna McLean
Donna McLean

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 16, 2018
I have been working with Phil for about 2 years now. With Phil, it's not just about results. It's truly about building a relationship and understanding your needs. He takes the time to get to know you and make recommendations that are in line with your best interests. He frequently checks in without me even asking or reaching up, which shows he's proactive in how he approaches his business and relationships. I highly recommend working with Phil.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Vincent Bellitti
Vincent Bellitti
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