Phillip Naman - Offering investment advice while putting his clients' interests first, increasing their assets so they have the assets they want when they need it



Meet Phillip Naman

Financial planner/portfolio manager

Cornerstone Christian Wealth Management

Employees: 3
Profession: Wealth Management Service

Highlights of Phillip with Cornerstone Christian Wealth Management

  • Creating a Christian based company that allows us to work with Christians on their specific needs with a Christ centered focus
  • Increased client assets for their benefit & retirement.  Success in my business is the clients having the assets they want when they need it
  • Series 24 Registered Principal designation.  Independent financial advisor for 22 years and counting.  Total industry experience for 30 years

This is an industry that allows me to work with people  and to share in their success.  After working in 2 wirehouses  (Merrill & Smith Barney, I knew that clients deserved better.  A company that puts their interests first and that operates on a higher level than is required in the industry.

By placing my beliefs in the name, I am stating up front who I am.

Visit me at my business location
1500 Conifer Ridge Lane, Prescott, AZ 86303