Professional

Background

Philip Coffman graduated from Syracuse University with a Bachelor of Science degree in Marketing. He entered the financial services industry in 1985 and has been with Northwestern Mutual for the entirety of his career. Phil has expanded his practice over the past 28 years, from pure risk planning to offering a full suite of Wealth Management and fee-based financial planning services. His clients rely on him for his expert advice and guidance.

Professional Designations

  • CFP® – Certified Financial Planner™
  • ChFC® – Chartered Financial Consultant
  • CLU® – Chartered Life Underwriter

Recognition

  • Million Dollar Round Table Qualifying/Life Member 1998-2001
  • Forum Qualifier 1998.2010-2011
  • MVP (Most Valuable Producer) Qualifier 2003-2009

Philip R Coffman, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

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