Philip Califano is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) specializing in comprehensive tax and financial planning. He has been assisting clients with their tax and financial needs for over 28 years. Focusing in the areas of tax, retirement and estate planning Philip uses specialized financial and investment strategies to assist his clients in pursuing their financial goals.
Philip was born and raised in San Pedro, California. He graduated with honors from UC Santa Barbara in 1985 with a Bachelor’s degree in Business Economics. While earning his certification as a Public Accountant, Philip began his postgraduate career as a Tax Research, Planning and Compliance Specialist with Arthur Young, a large tax and accounting firm.
Along with his CPA and CFP designations Philip is an LPL Registered Principal. He currently holds through LPL the Series 7, 24, 63 and 66 registrations and is a California Life, Accident and Health Insurance licensed agent, license number 0B53567. Philip invests heavily in education in order to maintain and continually develop his skills with sophisticated financial and tax strategies.
Philip chose LPL Financial as his broker dealer in order to offer his clients a wide array of financial products. His integrity and passion for providing outstanding personalized service are evident in his quest to team with his clients in pursuing their financial dreams. In his spare time Philip enjoys spending time with his family, golfing and cooking.