As seen in the USA Today feature:
Phil Cioppa has been a trendsetter in the financial services industry for the past 10 years; first, in banking, and currently as a licensed financial advisor, having recently opened his own firm with business partner, Dan Fahringer, named Arbol Financial Strategies, LLC, located in NY, CT and PA. (Securities offered through LPL Financial, a member of FINRA/SIPC). His focus is always on the client’s goals, dreams and objectives, and together with the client, Phil helps to map out a solution to get to where his client wishes to be. By utilizing a proprietary system, he plans WITH clients, not for clients. He believes that the more input from those around him provides the best way to obtain a strategy. His favorite quote he often uses is “It’s not important what’s in my wallet, it’s important what’s in YOURS.”
“Arbol means tree in Spanish and we see the tree as a foundation in someone’s life. The branches are your team helping you reach the top of the tree which are your goals,” Cioppa says. “The client in our opinion is always the CEO; the accountant, the advisor, and the lawyer around the table with them is part of the team.”
Philip has recently been acknowledged by America’s PremierExperts®
To read the full feature story about Philip Cioppa, as seen on CNBC, Morningstar, CBS MoneyWatch, The Houston Chronicle, Dallas Morning News and others, please visit http://www.arbolfinancialstrategies.com/
To learn more about Philip Cioppa, please visit http://www.ArbolFinancialStrategies.com
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