Phil Attebery

Portfolio Manager-Equities at

Creative Planning LLC

Finance

Consumer Services

Profile

Mr. Phillip N.
Attebery is a Wealth Manager & Partner at Creative Planning LLC.
He working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
He has over 20 years of experience, he has spent his entire career in the financial services industry.
Prior to joining Creative Planning, he was a Vice President and Senior Investment Counselor for one of the nation’s largest investment advisory firms, where he worked exclusively with high-net-worth individuals.
He received a Bachelor of Science degree in economics from the University of California San Diego.

Phil Attebery active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	2016-05-31

All active positions of Phil Attebery

Former positions of Phil Attebery

Companies	Position	End
Gupta Wealth Management LLC Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds.	Portfolio Manager-Equities	2016-04-04
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Corporate Officer/Principal	2014-09-29
Citicorp Investment Services Citicorp Investment Services Investment ManagersFinance Investment Advice	Corporate Officer/Principal	2006-08-30
Morgan Stanley DW, Inc. Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Broker/dealer	Corporate Officer/Principal	2004-09-29

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Private companies	6
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Finance
Citicorp Investment Services Citicorp Investment Services Investment ManagersFinance Investment Advice	Finance
Morgan Stanley DW, Inc. Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Broker/dealer	Finance
University of California San Diego University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance
Gupta Wealth Management LLC Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds.	Finance