Phillip Sitar MBA, CRPC, CFP is a highly qualified Certified Financial Planner based in Chicago, IL. With a team of financial advisors, he offers a range of advisory services and digital tools to help individuals achieve their financial goals. Phillip holds various certifications, including AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, and CFP, demonstrating his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, wealth management, behavioral finance, philanthropy, annuities, senior living, divorce financial analysis, estate planning, exit planning, and financial analysis.
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