With twenty four 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
An avid cyclist, outdoorsman and award-winning triathelete and , 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 The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Cornerstone Christian Wealth Management or LPL Financial.