Philip Ricasata

Philip Ricasata, CFP®, is a Private Wealth Manager currently working at Creative Planning Inc. Philip previously worked at Walpole Financial Advisors, LLC as a Financial Planner and Retirement Plan Consultant. Philip holds a Bachelor of Science in Finance from the University of California, Berkeley, and has certifications from The American College of Financial Services, UCSC Extension in Personal Financial Planning, and NAPA as a Certified Plan Fiduciary Advisor.