Phillip Mai, CFP®
Designations and Licenses
Phillip is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Phillip works with clients to develop comprehensive wealth management solutions that incorporate financial planning, investment strategies and tax and estate planning to help them achieve their financial goals. Before joining Mariner Wealth Advisors, Phillip worked at The Ayco Company/Mercer Allied, providing customized income tax strategies and estate plans to high-net-worth clients.
Phillip has a bachelor’s degree in finance from California State University, Long Beach.
In his free time, Phillip enjoys experiencing new restaurants and spending time with his wife and son.