Phil Adra, CFP®, CPA, CLU®

Financial Advisor

Professional

My Process

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me. That's why I work closely with my clients to develop innovative solutions that meet their long-term financial goals and objectives.

My Services

I deliver comprehensive financial planning to individuals, families, and business owners by building tax advantaged wealth accumulation strategies that also address the short and long-term risks that can interrupt your cash flow. Conversations with my clients typically revolve around putting together a long-term financial game plan that encompasses managing investments, mitigating risk, and saving money tax efficiently.

Professional Awards and Certifications

2013 NAIFA Atlanta's Top Advisors Under 40 - Atlanta Business Chronicle, March 2013

2014 NAIFA Atlanta's Top Advisors Under 40 - Atlanta Business Chronicle, March 2014

2015 NAIFA Atlanta's Top Advisors Under 40 - Atlanta Business Chronicle, March 2015

2016 NAIFA Atlanta's Top Advisors Under 40 - Atlanta Business Chronicle, March 2016

2017 NAIFA Atlanta's Top Advisors Under 40 - Atlanta Business Chronicle, April 2017

CFP®
CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLTC
Certified in Long Term Care

The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences by developing a plan to protect their clients and their families.

CLU®
Chartered Life Underwriter

The CLU® is respected internationally as risk management’s highest standard of knowledge and trust. Since 1927, The American College has awarded this designation to professionals who obtain the advanced education to address the insurance needs of every client they serve.

Years of Experience

I started my practice with Northwestern Mutual in 2009. Prior to this, I spent three years as a consultant with Ernst & Young.

Years of Experience

Representing Northwestern Mutual since 2009.

Education

Degree Major Institution
Master of Science Accounting Louisiana State University
Bachelor of Science Finance Louisiana State University

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2012-2016

Award recognizing commitment to excellence in service to clients and industry

 

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