Phil Calandra
I help clients achieve their most cherished financial goals and build great retirements.
- Role
- Partner Regional Director at Apella Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Phil Calandra
In March 2009, I was staring at a computer screen at the end of a long day with 8 cents…
Experience
Partner Regional Director
Feb 2022 — Present · Atlanta, GA, US
Education
Parker College of Business-Georgia Southern University
BBA, Marketing/Finance
1987 — 1991
Skills
- Portfolio Management
- Fixed Annuities
- Stocks
- High Net Worth Individuals
- 401k Rollovers
- Investment Strategies
- Alternative Investments
- Iras
- Wealth Management
- Securities
- Estate Planning
- Insurance
- Long-Term Care
- Personal Financial Planning
- Pensions
- Etfs
- Investment Advisory
- Financial Goals
- Small Business
- Financial Advisory
- Roth Ira
- Wealth
- Asset Management
- Mutual Funds
- Asset Allocation
- Personal Finance
- Savings
- Critical Illness
- Income Protection
- Investments
- Series 63
- Series 65
- Retirement Plan Consulting
- Equities
- Investment Management
- Variable Annuities
- College Savings Plans
- Financial Services
- Asset Protection
- Retirement Savings
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