Philip O.
Personal finance expert and guide to long-term wealth building for the professional
- Role
- Registered Representative Investment Advisor Representative at Penn Mutual
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Philip O.
Primed for the relentless pursuit of excellence in pharmacy operations and financial investment management.
Experience
Registered Representative Investment Advisor Representative
Mar 2025 — Present · Houston, TX, US
Agent for financial services company providing access to Life Insurance, Mutual Funds, Fixed Index Annuities, IRA, Brokerage Accounts, Whole Life, Indexed Universal Life, 529 College Education Savings accounts and other financial services. Provides financial education to groups and individuals on the aspects of personal finance and all things finance. Promotes the principles of personal finance, the imperatives to pay yourself first, the importance od goal setting and the value of consistency and dogma that time is money when it comes to compounding of investments.
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