Philip M. Giordano
Phil has been in the financial industry since 2007. His expertise lie’s in life insurance planning, the college planning arena and consulting to charitable non-profits.
Experience
2013-to Present: Investment Advisor at Wake Wealth Management Co
2007-2013: Founder of PMG Insurance Agency in Raleigh, NC
Competencies
- Financial Industry Regulatory Authority (FINRA) General Securities Registered
- FINRA Series 7 Exam (2013)
- FINRA Series 66 Exam (2014)
- Life & Health Insurance Licensed (2007)
Education
- Graduated from Pace University in Pleasantville New York with a Bachelor of Science in Business Administration, Marketing Degree
Primary Areas of Focus
Life Insurance Planning
- Provide permanent life insurance contract structuring
- Buy/Sell Agreements
401K Plan Retirement Services
- Small Business Options
- Risk tolerance determination
- Asset Allocation
College Planning Consultant, helping families navigate the college admissions and funding process
- Student Portfolio Development & Assessment
- Personalized Private Student Interview
- Calculate Expected Family Contribution
- Provide Planning Recommendations to reduce Expected Family
Contribution (EFC) - Complete Free Application for Federal Student Aid
- Professionally Evaluate Financial Aid Offers and negotiate on your behalf
- Provide complete financial overview on College, Cash Flow, Retirement & develop a plan to improve each area
Consulting Charitable Non-Profits on their Executive Benefits
- Leverage the Tax-Free status of the non-profit in order to credit tax free distributions for executives
- Address Risk and Liquidity Needs
- Providing for Executives while improving the non-profits 990
- MorningStar Historical Investment Evaluation
- Ultimate Endowment of the Charity