Approaching 10 years in the financial services industry, Steven Phillips is a rare commodity in the business: a CPA* with a sense of humor! While he understands that planning is no laughing matter, he strives to bring both personality and personalization to each of his clients’ financial strategies. Above all, he is driven to help people achieve financial confidence while laying the foundation for true financial independence throughout their future. While simplifying the complexities of their financial lives, Steven routinely put his clients first by reminding them that they are in charge of achieving their most valued goals.
Prior to joining Alliance Financial Group, Steven’s career started by working as an internal auditor and controller with many Home Builders in the area, helping build and develop accounting policies which are still in effect.
As a Certified Public Accountant (CPA), Steven’s experience includes estate and tax planning, internal and external auditing, acting as a financial controller and more. His vast personal and corporate income tax knowledge makes him an indispensable member of AFG. In addition to his CPA certification, Steven also holds his FINRA Series 7 & 66 securities registrations.
Hailing from Washington, D.C., Steven and his family relocated to Ft. Myers to be closer to his retired mother and father, also a retired CPA. A member of the Rotary Club, Million Dollar Round Table, Phillip enjoys boating, golfing, and spending time with his family and two sons.
Registered Representative and Financial Advisor of Park Avenue Securities LLC, Financial Representative of Guardian, CA Insurance License ID #0H15672
*Not practicing CPA for Guardian or its subsidiaries or affiliates.