Phillip A. Naman

With over twenty years of dedicated financial planning experience, Phillip Naman has led his clients in pursuing financial success through Total Wealth Management:  Developing a comprehensive financial plan for asset management* and debt reduction as the foundation for financial success. Phillip meets with clients throughout Southern California to assist them in designing a financial strategy that will address their needs.

A graduate of California Polytechnic University with a Bachelor of Science degree in Business Administration, Phillip also holds a Series 24 Securities Principal Registration, a Series 7 Securities Registration, along with Series 63 and 65 financial advisor Registrations through LPL Financial. He serves as a volunteer small group leader with Crown Financial Ministries and has been the Endorsed Local Provider of the Inland Empire for the Dave Ramsey nationally syndicated radio program.

An avid cyclist and award-winning triathelete, Phillip has served on the Board of Directors for Redlands Christian School, the Redlands Bicycle Classic, and as a member of the San Bernardino County Sheriff’s Search & Rescue Team. He lives in Redlands with his wife, Mary.

Phillip Naman is a Registered Representative with LPL Financial.  CA Insurance License # 0B82568