Community Involvement

Community Involvement

  • Alex's Lemonade Stand
  • North Atlanta Business Alliance
  • Board Member of Modern Chivalry Men
  • Member of NAIFA Atlanta
  • Member of Atlanta Athletic Club
  • Board Member of LSU Atlanta
  • Attend North Point Community Church
  • Network Under 40

As an LSU Alumni, Phil Adra is passionate about giving back to his alma mater LSU.  He and his family were strategic in making the “biggest gift possible.” As a seasoned financial planning professional, Phil has the background to be creative and think outside the box.  He purchased a permanent life insurance policy and named LSU as the owner and beneficiary. The premiums are tax-deductible and none of the proceeds are taxable under IRS life insurance rules.

“This endowment creates multiple scholarships for Georgia and Louisiana high school students to help expand LSU’s national footprint,” says Phil.

Phil Adra supports Brawl for a Cause – an organization that inspires everyday people to fight for what they believe in. Phil pictured at the 2018 event celebrating the more than $200,000 raised in support of 30 different charities.

Phil Adra, CFP®, CPA, CLU®, CLTC®

Wealth Management Advisor


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