Phil Mahoney
Managing Partner at Legacy Wealth Planning
- Role
- Managing Partner at Legacy Wealth Planning
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Phil Mahoney
I have been involved in the securities industry since 1979, beginning as an arbitrage…
Experience
Managing Partner
Mar 2006 — Present
Education
Loyola University Chicago
BS Economics, Economics and Finance
1983
The College for Financial Planning
Master's of Science, Finance, Financial Planning
2004 — 2005
Skills
- Series 7
- Options
- Certified Financial Planner
- Asset Allocation
- Mutual Funds
- Retirement
- Bonds
- Strategic Financial Planning
- Retirement Income Strategies
- Personal Finance
- Financial Analysis
- Financial Advice
- Portfolio Management
- Financial Advisory
- 401k
- Annuities
- Financial Planners
- Investment Advisory
- Retirement Planning
- Finra
- Wealth Transfer
- Series 3
- Etfs
- Investments
- Investment Strategies
- Alternative Investments
- Long Term Care
- Securities
- Estate Planning
- Fixed Income
- Series 63
- Asset Protection
- High Net Worth Individuals
- Asset Management
- Wealth Management
- Series 24
- Financial Services
- Equities
- Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.