Phillip Naman

Phillip Naman

President

With over 26 years of dedicated financial planning experience, Phillip Naman has led his clients in pursuing financial success through Total Wealth Management: Developing a comprehensive financial plan for asset management and debt reduction as the foundation for financial success. Adhering to biblical stewardship principles, Phillip meets with clients throughout Southern California to assist them in designing a financial strategy that will address their needs.

A graduate of California Polytechnic University with a Bachelor of Science degree in Business Administration, Phillip also holds a Series 24 Securities Principal Registration, a Series 7 Securities Registration, along with Series 63 and 65 Financial Advisor Registrations through LPL Financial. He serves as a volunteer small group leader with Crown Financial Ministries and is a member of the Dave Ramsey SmartVestor program.

An avid cyclist, outdoorsman and award-winning triathlete, Phillip has served on the Board of Directors for Redlands Christian School, the Redlands Bicycle Classic, and as a member of the San Bernardino County Sheriff’s Search & Rescue Team. He is the Straight Shooter, host of Firing Line Radio Show, and lives locally with his wife, Mary, and dog Remmie.

Phillip Naman is a Registered Representative with LPL Financial. 

CA Insurance License # 0B82568

Financial planning offered through LPL Financial a registered investment advisor

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Cornerstone Christian Wealth Management or LPL Financial.

Phone 909-406-1144
Mobile Phone 951-235-7058