The FWB Team

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

With over 50 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 business plan is simple, follow the golden rule.

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

Marcia Latcha

Susana Philip

Claudia Ku, C.A

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