With work experience over 18 years, this expert is currently working at Retirement Benefits Group situated in 353 as a Managing Director. Phillip received his education from 2014 to 2014 at the College For Financial Planning. Phillip A Matheson is a proven expert, that is proven by qualifications : Accredited Investment Fiduciary, The C(K)P® Certified 401(K) Professional, and Chartered Retirement Planning Counselor - Crpc. Phillip speaks Spanish proficiently. This person is located in Orange, California. To contact directly Phillip, you can look for their phone number or email or find exhaustive information by requesting access to the professional's additional details on SoftwareOfficial.
Name variants:
Philip Matheson
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ph**@gocentennial.com
Location
Orange, CA
Company
Workplace
Managing Director
San Diego, CA
Industry
Financial Services, Business Services, Investment & Financial Services
Colleagues
Work History
Managing Director
9276 Scranton Rd SUITE 550, San Diego, CA 92121
As a Retirement Plan Advisor, Phil Is responsible for providing service and analysis for the firm’s corporate retirement plan and investment management clients. Phil advises clients on manag...
from Dec 2016
Vice President and Retirement Advisor, Centennial | Fiduciary Compliance | Investment Research| Fee Benchmarking | Plan Education
We focus on implementing investment and benefit solutions for companies and individuals. Our solutions include; Retirement plans, Executive Bonus Plans, Deferred Compensation Plans, Individu...
Mar 2010 — Dec 2016
Financial Advisor
1 north Jefferson Ave St, Louis, MO
I worked for a Wealth Management Team that worked with individuals and small business. I concentrated on Retiremenet Plans for companies with 1 to 200 employees.
Aug 2007 — Mar 2010
Regional Sales Manager
As a Territory Manager for Pioneer Electrinics I was responsible for supporting our distribution channel and developing new business direclty with End Users. I represented industrial video a...
May 2003 — Aug 2007
Sales Manager
At Optical laser I started out as a Terriory Manager responsible for selling Document Management and Optical Storage Solutions to resellers and direct clients. I later moved into a managemen...
1998 — 2003
Education
2014 — 2014
2013 — 2013
2012 — 2012
1993 — 1996
1988 — 1991
Occupations
Executive
Chief Executive Officer
Advisor
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
Vice President
HR Specialist
Human Resources Specialist
Corporate Executive
Chief Executive
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Recruitment
Skills
Employee Benefits
Retirement
Retirement Planning
Insurance
401K
Life Insurance
New Business Development
Sales
Wealth Management
Strategic Financial Planning
Investments
Disability Insurance
Management
Accredited Investment Fiduciary
Selling
Small Business
Fixed Annuities
Mutual Funds
Qualified Retirement Plans
Plan Compliance
Non Qualified
Safe Harbor
Employee Engagement
Fiduciary Services
Fiduciary Management
Investment Management
Performance Benchmarking
Retirement Benefits
Finance
Estate Planning
Financial Services
Financial Planning
Business Development
401 Retirement Savings Plans
Deferred Compensation
Customer Service
Relationship Building
Training
Financial Advisory
Business To Business
Consulting
Asset Allocation
Series 6
Securities
Strategy
Strategic Planning
FAQs about Phillip A Matheson
What's the profession of Phillip A Matheson?
This professional's job is Managing Director
What jobs is Phillip a professional at?
Phillip A Matheson is proficient at such jobs as Executive and Chief Executive Officer.
Where does Phillip A Matheson currently live?
Orange, California is the place where Phillip A Matheson lives
What is Phillip's email?
The professional's email is ph**@gocentennial.com.
Where did Phillip A Matheson work?
This expert worked at Retirement Benefits Group, Centennial College.
What education does Phillip A Matheson have?
Phillip studied at the College For Financial Planning from 2014 to 2014.
What are the certifications of Phillip A Matheson?
The expert received the following certifications: Accredited Investment Fiduciary, The C(K)P® Certified 401(K) Professional, and Chartered Retirement Planning Counselor - Crpc.
What languages does Phillip A Matheson speak?
Phillip A Matheson speaks Spanish.