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This profile was last updated on 1/27/16  and contains information from public web pages and contributions from the ZoomInfo community.

Philip J. Christiano

Wrong Philip J. Christiano?

Senior Financial Planning Manager

Phone: (774) ***-****  
Email: p***@***.com
Alexander Aronson Finning & Co
21 E Main St
Westborough , Massachusetts 01581
United States

Company Description: Alexander, Aronson, Finning & Co., P.C. and its affiliates (AAF) provide accounting, tax, financial planning and wealth management products and services to clients...   more
Background

Board Memberships and Affiliations

Web References
Phil ...
wealth.aafcpa.com, 13 Jan 2016 [cached]
Phil Christiano
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Phil Christiano, CPA, MSFP
Phil ...
wealth.aafcpa.com, 13 Jan 2016 [cached]
Phil Christiano
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Phil Christiano, CPA, MSFP
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Phil Christiano, CPA, MSFP Financial Advisor
Phil ...
wealth.aafcpa.com [cached]
Phil Christiano
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Phil Christiano, CPA, MSFP
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Phil Christiano, CPA, MSFP Financial 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
Philip ...
www.highsightllc.com, 26 Sept 2013 [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.
Phil ...
wealth.aafcpa.com [cached]
Phil Christiano
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Phil Christiano, CPA, MSFP
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