Phillip Coad
Personal Financial Counselor, CFP®

As a Personal Financial Counselor, he is a primary advisor responsible for the financial planning and investment needs of his client. Phil accomplished his goal in July 2010 of completing the Certified Financial Planners® (CFP®) program offered through Northwestern University, allowing him to join the VFA advisory staff. Phil has obtained his licenses for property, casualty, life and health insurance. Phil enjoys his current roles and responsibilities along with how much he is learning from the advisory staff.