Phil McNulty
Certified Kingdom Advisor, Certified Financial Planner designee, Certified Exit Planning Advisor designee, and Master Planner Advanced Studies designee. Originally licensed in 2010.
- Role
- Certified Financial Planner at Proxy Financial
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Phil McNulty
Phil McNulty is a CERTIFIED FINANCIAL PLANNER™ professional, holding the Series 6, 7 and 63 securities registrations through LPL Financial, the Series 65 advisory registrations through Verus Capital Partners LLC and life and health insurance licenses. Phil has also earned his Master’s Degree in Personal Financial Planning.Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment advice offered through Verus Capital Partners, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with Verus Capital Partners, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Certified Financial Planner
Jul 2025 — Present · Phoenix, AZ, US
Education
University of Memphis
Bachelor's
2004 — 2005
College for Financial Planning
Master’s Degree, Financial Planning and Services
2018
Skills
- Financial Services
- Investments
- Wealth Management
- Retirement Planning
- Insurance
- Certified Financial Planner
- Securities
- Security
- Management
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Alternative Investments
- Employee Benefits
- Risk Management
- Analysis
- Life Insurance
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