About
Our Approach
Our Process
The Big Picture
Work with us
The FWB Team
Paul Philip, CFP, CIM, CLU, President
Jesse Clayton, CFP
Harper Price, CFP, CLU, BA, CHS, EPC
Susana Philip, CEBS, Hons BA., Director of Operations and Client Experience
Marcia Latcha, Manager of Business Development & Client Onboarding
K.J. Chon, Administrative Assistant
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