Paul A. Phillips, CFP®, ChFC®, is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as a Senior Financial Advisor in Personal Advice Services at Vanguard since August 2025, Paul has previously held key positions including Director of Advanced Planning at First Command Financial Services, Senior Financial Planner at MissionSquare, and Wealth Management Advisor at U.S. Bank. With a strong background in managing high-net-worth clients, Paul has successfully developed goal-based planning strategies across various organizations, including Charles Schwab and Fidelity Investments, enhancing client retention and portfolio growth. Paul’s career reflects a commitment to client advocacy and expert financial guidance, supported by a Bachelor of Arts from Michigan State University and professional certifications from the American College of Financial Services.
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