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Hugh B. Phillips is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Fund Specialist®, and a Chartered Financial Consultant® with more than 30 years of advisory sector experience. A former college football player, the Napa, California resident holds a Bachelor of Arts degree in Finance from California State University, Hayward.
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Hugh B. Phillips is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Fund Specialist®, and a Chartered Financial Consultant® with more than 30 years of advisory sector experience. A former college football player, the Napa, California resident holds a Bachelor of Arts degree in Finance from California State University, Hayward.
Hugh B. Phillips
Partner Advisor
Designations: CFP®, CFS®, ChFC®
Hugh B. Phillips is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Fund Specialist®, and a Chartered Financial Consultant® with more than 30 years of advisory sector experience. A former college football player, the Napa, California resident holds a Bachelor of Arts degree in Finance from California State University, Hayward.
Education and Certifications
Who I Best Work With
What Guides My Approach
Hugh B. Phillips is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Fund Specialist®, and a Chartered Financial Consultant® with more than 30 years of advisory sector experience. A former college football player, the Napa, California resident holds a Bachelor of Arts degree in Finance from California State University, Hayward.
More About Hugh:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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