Cfp® Philip D'Unger Cpwa®

Philip D'Unger, CFP®, CPWA®, has a diverse work experience spanning across various roles and companies. Philip is currently employed at CAPTRUST, where they have held multiple positions since joining in 2018. Philip'sroles at CAPTRUST include Manager II | Wealth Planning, Manager | Wealth Planning, Senior Team Leader, Wealth Planning, Senior Specialist, Wealth Planning, and Specialist, Wealth Solutions.

Prior to joining CAPTRUST, Philip worked at Horace Mann in 2017 as a Financial Planner. Philip also served as an Instructor for the CFP® Program at Kaplan Schweser during the same year.

Before entering the financial planning industry, Philip gained valuable experience at Fidelity Investments starting in 2011. Philip held various roles at Fidelity, including Workplace Guidance Manager, Guidance Support Specialist, Workplace Guidance Consultant, and Defined Contribution Representative.

Philip's work experience extends beyond finance, as they also worked as a Police Officer for the City of Durham from 2010 to 2011.

Overall, Philip D'Unger has a strong background in financial planning, with expertise in wealth management and workplace guidance.

Philip D'Unger, CFP®, CPWA®, has an extensive education history. Philip started their education at Furman University, where they obtained a Bachelor's degree in History from 2004 to 2008. Philip then pursued a Master of Science (M.S.) in Personal Financial Planning from the College for Financial Planning from 2015 to 2017.

In 2020, Philip attended the Yale School of Management for the CPWA® Program, focusing on Wealth Management Theory & Practice.

In addition to their formal education, Philip has also obtained various certifications throughout their career. Philip became a Certified Financial Planner™ through the CFP Board in December 2014. Philip also holds certifications such as the Certified Private Wealth Advisor® from the Investments & Wealth Institute, which they obtained in April 2021.

Furthermore, Philip has obtained several certifications from the College for Financial Planning. These include the Accredited Wealth Management Advisor™ (obtained in September 2015), the Chartered Retirement Planning Counselor™ (obtained in August 2016), the Chartered Retirement Plans Specialist™ (obtained in October 2016), and the Master Planner Advanced Studies™ (obtained in March 2017).

Philip also holds several certifications from the Financial Industry Regulatory Authority (FINRA), including Series 7 (obtained in November 2012), Series 63 (obtained in November 2012), Series 66 (obtained in December 2013), Series 9 (obtained in November 2014), and Series 10 (obtained in January 2015).

In June 2023, Philip obtained the Accredited Domestic Partnership Advisor™ certification from the College for Financial Planning.