The FWB Team

We’re all on board to create the best strategy for you

With over 100 years of accumulated experience in the financial services industry, our proven track record brings peace of mind to the financial planning process.

We are independent of any financial institution, are under no sales quotas, or outside influence. Our only incentive is to give the very best advice possible, each and every day. Our client’s best interest is at the center of everything we do.

We Walk the Talk

We believe that if we are not willing to invest our own money into the wealth building strategies we recommend, you should not invest yours either. Hence, whenever feasible, we invest in the same strategies we recommend to you.

 

 

 

 

 

 

 

Paul Philip, CFP, CLU

 

Ennio Longo, CFP, CLU

 

Jesse Clayton
Financial Advisor

 

Harper Price, BA, CHS, EPC
Financial Advisor 

 

Susana Philip
Director of Operations and Client Experience

 

Marcia Latcha
Manager of Business Development & Client Onboarding

 

Robin Lazo
Client Engagement Specialist

 

K.J. Chon
Administrative Assistant
 

 

 

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