Phil Wheat Cfp.®, Aif®, Ces™, Msfs

Phil Wheat, CFP.®, AIF®, CES™, MSFS, has extensive experience in the financial services industry, serving as a CERTIFIED FINANCIAL PLANNER™ and Registered Principal at United Planners Financial Services since April 2006. As the owner of Wheat-Givens Financial, LLC since 1996, and operating under its previous name from 1973, Phil Wheat has a deep commitment to financial planning and investment advisory services. Phil Wheat holds a Master of Science in Financial Services from American College and a Bachelor of Arts in Education/Business from Eastern Washington University.