Phil Boscarino, CFP® leads AdvicePeriod’s CFO Services, responsible for providing business management services to a number of high net worth individuals and businesses. Phil works closely with the executive team to develop and carry out the vision of utilizing technology to create the fully integrated professional services firm of the future.
Prior to joining CFO Services, Phil was responsible for building AdvicePeriod’s Reporting and Analytics team, implementing processes to help the firm scale its internal team and grow its client base. Previous to AdvicePeriod, Phil was Director of Operations for Westside Investment Management and began his career a Fund Accountant with State Street.
Phil graduated from California State University, Chico with a Bachelor of Science degree in Business Administration, focusing on Accounting. While at CSUC, Phil played on the Wildcats Baseball team. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and the CERTIFIED FINANCIAL PLANNER™ designation.