First Command Financial Services
Paul A. Phillips, CFP®, ChFC®, serves as the Director of Advanced Planning at First Command Financial Services since November 2021, after holding a position as Associate Director of Advanced Planning Consultants. Previously, Paul was a Senior Financial Planner at MissionSquare Retirement, focusing on account acquisition and retention for high-net-worth clients. Paul's extensive experience in wealth management includes roles as a Wealth Management Advisor at U.S. Bank, Manager of Portfolio Consulting at Charles Schwab, and Account Executive at Fidelity Investments, among others. Paul has consistently demonstrated expertise in financial planning, investment strategies, and client relationship management throughout a career that spans over two decades, supported by a Bachelor of Arts from Michigan State University and additional credentials from The American College of Financial Services.
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