Phillip Vertin

Financial Planner

My Focus Areas are Saving for Retirement, Living in Retirement, Financial Strategy and Small Business

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Phillip Vertin

As a fiduciary Financial Planner, I help individuals and small business owners create and implement strategies that are customized to what is most important to them. Whether that be sustainable investing, creating certainty in retirement, or establishing a benefits plan for your business that benefits the owners and employees, my team can help!

I'm Most Proud Of: The level of service and commitment my team and I make to each of our clients. We treat our clients like family and value relationships based on trust, communication, and transparency.

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Financial Advisor

    Prudential Advisors

    April 2018 - Present | El Segundo, CA 90245

The Prudential Difference

    • Variable Annuities: AZ, CA, IL, WI
    • Securities License: AZ, CA, CO, FL, IL, WA, WI
    • Variable Life Insurance: AZ, IL, WI(CA License #0M18568)
    • Fixed Annuities: AZ, HI, IL, WI(CA License #0M18568)
    • Life Insurance: AZ, HI, IL, WI(CA License #0M18568)

Phillip Vertin offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Phillip Vertin offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.