Philip Smith*
Financial Services Professional
QUALIFICATIONS:
- FINRA Series 6, 7, 63, 65, 24, 53 Life & Health Insurance, including Annuities, Long Term Care and Disability
- CA Insurance License #0B93258
EXPERIENCE:
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor | 2022-present
Financial Advisor | 2022-present
Equitable Advisors, LLC., Los Angeles, CA
Financial Advisor | 1997-2022
Financial Advisor | 1997-2022
Philip achieved numerous awards during his career, including the Hall of Fame Award, Circle of Excellence, nine Centurion Awards, and three National Builders Trophies for management.
EDUCATION:
Master of International Affairs
George Washington University, Washington, DC
Bachelor of Arts in Political Science and History
University of California, Los Angeles, Los Angeles, CA
Philip resides in Valencia, California with his wife of 30 years and two daughters.