Professional

Background

Philip Coffman and his team provide comprehensive financial planning solutions for many clients who trust and value his in depth knowledge. He designs individualized financial plans to help them reach their goals, focusing on tax-efficient savings strategies for education and retirement, wealth management, insurance, income distribution during retirement, and estate planning. Phil’s clients rely on consistent and clear direction, as well as unbiased guidance and counsel. As a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, he has become a trusted advisor for many families.

Phil entered the financial services industry in 1985 and has been with Northwestern Mutual for the entirety of his career. His practice expanded significantly over the years, growing organically as his clients evolved with him.  Focusing on the development of long-term relationships, while providing customized service, we have developed an expansive practice, with highly satisfied clients. Today, we assist clients and their family members with all aspects of their financial lives, acting in a fiduciary capacity.  

Phil’s business has grown because of his dedication to his clients and because he recognizes the importance of investing in infrastructure. He has built an effective team of like-minded individuals with a strong work ethic, who provide unparalleled service. As a business owner, Phil believes in the empowerment of each team member, encouraging their education and growth. Because of this collaborative environment, his team offers a unique client experience, helping families execute and implement their financial plans.

Phil graduated from Syracuse University with a Bachelor of Science degree in Marketing. He has earned several professional designations and credentials that have strengthened his conviction in the value of working with a trusted advisor. He is a fully licensed investment advisor offering a full suite of advisory services under the Wealth Management Company. 

He is also involved in several charities, including Alex’s Lemonade Stand Foundation which supports pediatric cancer. In his free time, he can be found on the golf course, or traveling with his family.

Professional Designations

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

 

Philip R Coffman, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck