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2016-09-05T00:00:00.000Z

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Wrong Philip Christiano?

Philip J. Christiano

Senior Financial Planning Manager

Alexander Aronson Finning & Co

Direct Phone: (774) ***-****       

Email: p***@***.com

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Alexander Aronson Finning & Co

21 East Main Street

Westborough, Massachusetts 01581

United States

Company Description

AAFCPAs Wealth Management is a boutique "fee-only" Registered Investment Advisor (RIA) firm serving individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs (Westborough, Boston, Wellesley, MA), AAFCPAs We ... more

Find other employees at this company (210)

Background Information

Employment History

Senior Wealth Manager

Mainsail Advisors Services LLC

Professional Tax Preparer

Gosule Butkus & Jesson LLP

Affiliations

Financial Advisor
AAFCPAs

Member
Massachusetts Society of Certified Public Accountants Inc

Member
American Institute of Certified Public Accountants Inc

Member of Wealth Management Practice
HighSight LLC

Education

Bachelor of Science degree

Accounting

Boston College

Master of Science

Financial Planning

Web References (5 Total References)


Personalized Investment Portfolio Management | High-Net Worth

wealth.aafcpa.com [cached]

Phil Christiano

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Phil Christiano, CPA, MSFP


Phil Christiano, CPA, MSFP | Senior Financial Planning Manager

wealth.aafcpa.com [cached]

Phil Christiano

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Phil Christiano, CPA, MSFP
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Phil Christiano, CPA, MSFP Wealth Advisor Phone: 774.512.4077
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Phil is a Senior Financial Advisor of AAFCPAs Wealth Management. He advises high-net-worth individuals and families in developing wealth and investment management strategies with a focus on the long view. Phil also advises nonprofit and for-profit advisory boards, executive management teams, and CFOs in the design of tailored executive compensation plans and institutional investment planning.
Phil is a Certified Public Accountant and a licensed investment advisor. Phil has over 30 years of experience in providing personal financial planning and wealth management strategies focused on tax optimization. He earned a Bachelor of Science degree in Accounting with high honors from Boston College in 1983, which was followed by 19 years in public accounting, corporate finance, and business consulting. In 2002, Phil earned a Master of Science in Financial Planning degree with high honors from Bentley University.
Phil participates in industry forums as a trainer and a presenter, and he is committed to educating his clients on the short and long-term tax implications of financial planning and investment decisions. Phil is a member of American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).
"Our solutions don't stop at plan design. We provide close monitoring, meeting quarterly or as needed, and recommend adjustments as appropriate to help you stay on track." Phil Christiano, CPA, MSFP
AAF CPAs Wealth Management logo Who We Serve


Our Team of Financial Advisors | AAFCPAs Wealth Management

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Phil Christiano

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Phil Christiano, CPA, MSFP
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Phil Christiano, CPA, MSFP Wealth Advisor


Retirement Plan Sponsors | Fiduciary Guidance & Investment Solutions

wealth.aafcpa.com [cached]

Phil Christiano

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Phil Christiano, CPA, MSFP


Philip ...

www.highsightllc.com [cached]

Philip Christiano,CPA/MSFP HighSight - Philip Christiano

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Philip Christiano, CPA, MSFP
Senior Financial Advisor
Phil is a member of HighSight's wealth management practice as a Senior Financial Advisor. He earned a Bachelor of Science degree in Accounting with high honors from Boston College in 1983, and has 19 years' experience as a CPA in public accounting, corporate finance, and business consulting. In 2002, he earned a Master of Science in Financial Planning degree with high honors from Bentley University.
Since that time, and prior to joining the firm in 2012, Phil has assisted clients in developing wealth management strategies as part of financial planning practice within a CPA firm. He has wealth management expertise and a belief that CPA's are uniquely qualified to deliver client solutions in an independent, objective manner, with a particular focus on tax efficiency.
Phil is a member of American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). He is also a licensed investment advisor.

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