Our Qualifications

Phil Hartwell has been working with individuals and businesses in the South Bay for over 30 years.

Since receiving his CFP™ in 1983, he has gone on to be a branch manager for Royal Alliance for over 25 years.  Twice, Phil's served on the Royal Alliance National Advisory Board as an interface between represenatives and home office management.  Similarly, he has also been on the Western Regional Advisory Board.

He has given retirement planning presentations to the local aerospace firms, and continues to give seminars on a regular basis.  If you would like to book Phil to give a seminar at your company, please feel free to contact us today. 

In his free time, Phil has volunteered as a ski instructutor for disabled skiiers, and has also volunteered as a coach for his sons sports teams.  Phil lives in the South Bay with his wife Kelly, and their four sons.