Phillip (Phil) Campit

Experience and education

Phil provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Phil worked as a financial advisor at Summitry, providing ongoing investment strategy, financial planning and tax planning to high-net-worth families in the San Francisco Bay Area. He also served as a vice president and financial consultant at Charles Schwab, delivering comprehensive wealth management solutions to high-net-worth clients in Silicon Valley.

Earlier in his career, Phil was the equity planning lead at EquityBee, a venture-backed fintech firm, where he provided financial guidance and investment strategy support to accredited investors participating in private placement investments.

Phil has a bachelor’s degree in finance from San Jose State University.

Personal interests

Away from the office, Phil is an avid English Premier League fan and a dedicated supporter of Chelsea Football Club. He enjoys spending time with his family, learning new languages, cooking and exploring food and wine. He also loves traveling internationally with his family whenever possible.