Philip Swann
Principal and Founder @Well Planned Financial, Llc
Staunton, VA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
Principal and Founder @Well Planned Financial, Llc
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Staunton, VA, US
Well-Planned Financial, LLC is a fee-only financial advisory firm providing financial education and financial coaching services to Gen X and Millennial professionals when they want an advocate on their side and accountability in their corner.
EDUCATION
N/A
Liberty University
Business Administration: Financial Planning, Financial Planning
1977
Virginia Tech
General Studies
ABOUT PHILIP SWANN
Fee-only financial advisor offering financial guidance and investment management to young…
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