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Phillip Naper

Phillip Naper

Financial Advisor

Phil Napper is an investment advisor representative and general securities principal. He has consulted leaders in the healthcare, manufacturing, and food related industries. Phil views his role as a trusted and long-term advocate in helping clients achieve their financial goals. Phil has organized financial planning seminars to many well-known restaurant franchise groups, manufacturing and health care professionals.

Before becoming an associate of Secura Financial Planning & Wealth Management, Phil was a financial planner with American Express, an independent advisor with Royal Alliance, and he was a Vice President with Tri Star Management. Prior to his financial services career, Phil worked for over twenty-two years with Baxter Health Care.

Mr. Napper has served four years in the United States Marine Corp as a Drill Sergeant. He received his B.S. from West Virginia State College and did course work at Akron University and Kent State University. He serves as a board member of the La Mirada Chamber of Commerce.

Licenses Held:

  • General Securities Principal License (Series 24)
  • General Securities Representative (Series 7)
  • Investment Advisor Representative (Series 65)
  • Licensed and Variable Annuity Agent-Insurance License No. 0803491