 P. JosephPhillips P. Joseph Phillips is currently focusing on the Charitable Profit Arrangement and the roll out of this innovative financially engineered product to all the nonprofits throughout the world. With over 17 years experience at some of the largest financial institutions in the world, Mr. Phillips brings a vast knowledge of the financial service, investing, retirement planning, estate and wealth management. From Wall Street, Charles Schwab® and American Express®, and his own advisory firm, Mr. Phillips has been involved with building and servicing clients and their needs all his financial career.M Charitable Sharing Accounts are available through your financial service firm, investment advisor, nonprofit and fundraising professional or if you do not have any of the above, at www.CharitableSharingAccounts.Org joseph@charitableprofitarrangement.org |
