Phil Adra, CFP®, CPA, CLU®

Financial Advisor

My Mission

To help individuals, families, and small businesses manage financial risk, accumulate wealth, and achieve financial security using a consultative and comprehensive financial planning process. I work closely with my clients to develop innovative insurance and investment solutions that meet their long-term financial goals and objectives.

 

 

Your Financial Future

The dust never settles. Life evolves, changes direction, presents challenges, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Phil Adra CFP® establishes lasting relationships with his clients by working as their advocate and accountability partner, helping them make the necessary financial decisions they otherwise may not  make on their own. Working together, Phil can help you identify your financial goals and objectives and develop a multifaceted strategy to achieve them. He will deliver and implement a comprehensive financial plan that integrates a wide spectrum of insurance and investment solutions.

Keeping pace with life's changes is important. Consider partnering with Phil to create a secure financial future by developing your own personalized financial game plan.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck