United Planners
Phil Wheat Cfp.®, Aif®, Ces™, Msfs

Phil Wheat Cfp.®, Aif®, Ces™, Msfs

Certified Financial Planner™/ Registered Principal at United Planners

About

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Manager

Chad Shindel Cpa, Cgma

Vice President - Chief Financial Officer

Peers

Aif® Christopher A. Roberts Cfp®

Financial Planner

Babette Molina

Assistant Vice President, Accounting

Timeline

Certified Financial Planner™/ Registered Principal
April, 2006 - present

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