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