Phil Boscarino

Phil Boscarino, CFP®, has a wealth of experience in the financial services industry, currently serving in UHNW Family Office Services and Reporting & Analytics at AdvicePeriod since April 2016. Prior to this role, Boscarino held positions including Director of Operations at Westside Investment Management, Inc. from June 2013 to April 2016, and Associate Client Advisor at Gurman Wealth Management from July 2011 to February 2013. Earlier in the career, Boscarino worked as a Fund Accountant at State Street from June 2010 to April 2011. Boscarino holds a Bachelor of Science in Accounting from California State University, Chico, completed between 2007 and 2009, and attended the University of California, Riverside from 2005 to 2007.