Phil Boscarino, CFP^®

Designations and Licenses

Phil is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Phil leads the strategic and operational direction of the firm’s core family office (CFO) services division, overseeing a team dedicated to delivering comprehensive financial oversight, reporting and advisory solutions for ultra-high-net-worth families and family offices. With a focus on precision, efficiency and proactive guidance, he helps ensures that every client engagement integrates seamlessly across accounting, wealth management and estate structures. He partners closely with advisors and clients to translate complex financial data into actionable insights that are designed to help bring clarity, accountability and long-term planning discipline to the family enterprise.

Prior to joining Mariner, Phil held the ultra-high-net-worth family office services position at AdvicePeriod. While here, he held the reporting and analytics position earlier in his career.

Phil holds a bachelor’s degree in accounting from California State University, Chico.

Personal Interests

Away from the office, Phil is a fan of the Los Angelas Dodgers and Lakers sports teams. He also enjoys spending time with his wife Christine and daughters, Aurora and Grace.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.