Phil Paret, CFP ^®, ChFC ^®, CEPA^®, CM&AA, CAIA^®, CLU ^®, AEP ^®, CAP^®

Designations and licenses

Phil is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant ®, Certified Exit Planning Advisor, Certified Merger and Acquisition Advisor, Chartered Alternative Investment Analyst, Chartered Life Underwriter ®, Accredited Estate Planner ® and a Chartered Advisor in Philanthropy®.

Experience and education

Phil provides a comprehensive advisory experience to a select group of entrepreneurs and leaders in business, tech, finance, media, sports and entertainment. He implements a multidisciplinary approach that integrates and coordinates all aspects of their financial picture, covering areas such as cash flow, insurance, investments, taxes, estate, liquidity, philanthropy, business planning and more.

Prior to joining Mariner, Phil began his advisory career working at major financial services firms where he spent most of his time solving the complex tax and estate planning needs of ultra-high net worth individuals and families whose wealth was mostly concentrated in business, real estate and other illiquid assets.

As an active member in the wealth advisory community, Phil serves on the boards of the Financial Planning Association and the Estate Planning Council of Miami. He is also active in the business advisory community and is a member of the Exit Planning Institute, the Alliance of Mergers & Acquisitions Advisors and the Association of Corporate Growth.

Phil has a bachelor’s degree from the University of Florida.

Personal interests

Away from the office, Phil enjoys working out, playing basketball and spending time at the beach. He also has a passion for learning and creating new things.

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.