Phillip Christenson

Fee-Only Financial Planning and Investment Management located in Plymouth, MN

CFA at Phillip James Financial in Plymouth, MN

About

Phillip Christenson is a co-owner of Phillip James Financial, a Fee-Only wealth management company. He works out of the main office located in Plymouth Minnesota but also serves the twin cities and surrounding suburbs. He focuses on retirement planning, college planning, investments, insurance needs analysis, and other financial planning needs. The company also provides tax planning and preparation services. Phillip helped found Phillip James Financial in 2010 with the mission to help you reach your financial goals with a thorough understanding of your personal situation, smart technologies and without pushy product sales. The focus is always on you, the client, and our relationship starts with a face-to-face meeting. His personal website and blog is http://phillipchristenson.net. We believe in building long-term relationships with our clients, getting to know their reason for investing and planning. This is what we call "Investing with Purpose." Everyone has a purpose, we want to understand yours and build your plan and investments around this.

Address
3675 Plymouth Boulevard Suite 110 in Plymouth, MN 55446
Info
Languages: English
Year started: 2008

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Alice
Answered by Julia M. Carlson, Financial Adviser in Newport, OR
Alice, you make a great point. I believe that we should be able to work hard and play hard. I’m not sure who’s giving you advice to not spend it, but I encourage many ...
Q&A
Asked by Terrance
Answered by Christopher Nesbitt, Insurance Agent in San Clemente, CA
This is an excellent question, Terrance, and one which more 25-year-olds should be asking, especially since there are no guarantees that Social Security will be there ...
Q&A
Asked by Jose
Answered by Rob Jupille, Financial Adviser in Santa Monica, CA
An S Corp has both advantages and disadvantages compared to being a sole proprietor. From a self employment tax standpoint, by designating a 'reasonable' amount of he...
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Specialties

  • Business Planning
  • Education Savings
  • Equities
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Associations

CFA Society of Minnesota

Certifications

Chartered Financial Analyst (CFA)
Registered Tax Return Preparer (RTRP)

Accomplishments

Awards

Angie's List Super Service Award
Top Advisor Blogs

Publications

Charitable Giving Dos and Dont's
How to pick actively managed mutual funds
Self-Directed IRA: The Right Move For You?
Zeroing In on Target-Date Funds
Money Intel - A Taxing Investigation
Financial Advisor Checklist
Financial Advisors and the Fiduciary Standard
How your Financial Advisor gets Paid is Very Important
Shopping for a Financial Advisor?
NEVER Buy these Mutual Funds
Tax Preparers and Financial Advisors
A Financial Advisor has a kid. What does he do next?
401(k) Retirement Ages and the Rules
Phillip Christenson, CFA Official Blog

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Investment Analyst
Financial Advisor and Portfolio Manager
Wealth Management

Education

University of St. Thomas
University of St. Thomas

Disclosure

The opinions voiced in this material are for general information only and are not intended to provide specific investment, tax or legal advice for any individual. To obtain such advice, contact your financial advisor, accountant or attorney. All performance referenced is historical and is no guarantee of future results. We try to keep information accurate and up to date, however we cannot make warranties regarding the accuracy of our information.