Phillip Tompkins
Certified Financial Planner™
Red Bank,NJ
Summary
Certified Financial Planner™ and Certified Divorce Financial Analyst . Hard working and love financial planning. Started in operations so I know the steps start to finish. Have worked with high net worth clients and manage $13mm of my own clients. I mainly spend my time working with two of the partners managing $800 million. I create in depth financial planning and tax planning strategies and can convey them to the client in an easy to understand method. Although for portfolio management I believe simple is better, I can still educate and implement advance portfolio management strategies such as option strategies (client specific). I have free range and full trust from the partners to create and implement my plans and investment strategies.
Overview
9
9
years of professional experience
2024
2024
years of post-secondary education
Work History
Financial Planner
CRA Financial
07.2021 - Current
FInancial Planning: 70% of my time in meetings.
- Very good at talking to clients and knowing what is important to them and putting together a detailed plan. This includes clients who are in the accumulation phase and clients who are in the distribution phase.
Portfolio Management: 15% of my time in meetings.
- Implemented a Trading Tool (Eclipse) for our firm and am responsible for trading and onboarding $70 million to the platform.
- Responsible for creating our equity and fixed income models
- Coming up with solutions to meet specific clients needs, mainly to help minimize the sequence of return risk.
Tax Planning - 15% of my time in meetings.
- Efficient in tax planning and making it a key part in my meetings that separates me from other advisors.
Software: Emoney, Income Labs (Best Planning Software in the industry), Holistiplan, Eclipse (Trading tool), Red Tail.
Custodians: Schwab & Fidelity, 55IP for Direct Index Accounts
Server
Undici Restaurant
09.2016 - 07.2020
- Customer focused server in a high end restaurant working 30 hours a week while going to school full time
Education
College For Financial Planning - Financial Planning
Kaplan Career Institute
01.2022 - 01.2023
Bachelor of Science - Finance
Stockton University
Absecon, NJ Sep 2019 - 05.2021
Associate of Applied Science - Business Administration
Brookdale Community College
Lincroft, NJ 09.2017 - 05.2019
Skills
Leadership Adaptability
Hospitality service expertise
Communication skills
Customer FocusedAccomplishments
- Eagle Scout 2017
Timeline
College For Financial Planning - Financial Planning
Kaplan Career Institute
01.2022 - 01.2023
Financial Planner
CRA Financial
07.2021 - Current
Associate of Applied Science - Business Administration
Brookdale Community College
09.2017 - 05.2019
Server
Undici Restaurant
09.2016 - 07.2020
Bachelor of Science - Finance
Stockton University
Sep 2019 - 05.2021