Phillip S. Mahoney


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Phil has been involved in the securities industry since 1979.

He graduated from Loyola University in Chicago, Illinois with a Bachelor’s of Science Degree in Economics and is a Board Certified Financial Planner (CFP®). Phil also completed his Masters of Science in Finance with a specialty in Financial Planning in 2005.

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Mr. Mahoney combines a strong educational background with over 25 years of investment experience and specialized training from the world’s premier financial institutions, including Citicorp’s North America Investment Bank (NAIB) and Barclays PLC. His expertise is in analyzing both long and short term needs, and carefully arranging an overall financial plan for his clientele.

Specializations include personal financial planning and implementation, wealth management advice, retirement and estate planning as well as insurance evaluation. When necessary, he will consult with other qualified specialists, such as estate attorneys, or accountants to present an appropriate strategy.

Phil is an active leader with the local 4-H club, in which his daughters Erin and Kelly both raise lambs. He also volunteers with Junior Achievement, teaching young people about business concepts. Phil also enjoys outdoor activities including fishing, skiing and golf.

Phil S. Mahoney, CFP Mark Levy Martin McClellan Chris Vargas Rosemary Cohen Jenny Singer