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This profile was last updated on 9/5/2016 and contains contributions from the  Zoominfo Community.

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Wrong Philip Christiano?

Philip J. Christiano

Senior Financial Planning Manager

Alexander Aronson Finning & Co

HQ Phone:  (508) 366-9100

Direct Phone: (774) ***-****direct phone

Email: p***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Alexander Aronson Finning & Co

21 East Main Street

Westborough, Massachusetts,01581

United States

Company Description

AAFCPAs is an attractive alternative to the Big 4 and National CPA firms. We provide best-value assurance, tax, business consulting, and information technology advisory solutions to nonprofit organizations, commercial companies, wealthy individuals, and estate...more

Background Information

Employment History

Senior Wealth Manager

Mainsail Advisors Services LLC


Professional Tax Preparer

Gosule Butkus & Jesson LLP


Affiliations

AAFCPAs

Financial Advisor


Massachusetts Society of Certified Public Accountants Inc

Member


American Institute of Certified Public Accountants Inc

Member


Education

Bachelor of Science degree

Accounting

Boston College


Master of Science

Financial Planning


Web References(6 Total References)


Personalized Investment Portfolio Management | High-Net Worth

wealth.aafcpa.com [cached]

Phil Christiano
Phil Christiano, CPA, MSFP


Phil Christiano, CPA, MSFP | Senior Financial Planning Manager

wealth.aafcpa.com [cached]

Phil Christiano
Phil Christiano, CPA, MSFP Phil Christiano, CPA, MSFP Wealth Advisor Phone: 774.512.4077 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

wealth.aafcpa.com [cached]

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


Annual Nonprofit Educational Seminar - AAFCPAs

www.aafcpa.com [cached]

Phil Christiano, Senior Financial Planning Manager, HighSight, LLC, AAF's Financial Planning Practice, will then discuss an education and financial planning methodology to optimize the benefits by assisting executives in realizing their personal financial goals, while minimizing risks.


Retirement Plan Sponsors | Fiduciary Guidance & Investment Solutions

wealth.aafcpa.com [cached]

Phil Christiano
Phil Christiano, CPA, MSFP


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