Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Crystal Brown
Office Manager / Notary
(916) 797-3020
Crystal became part of the Plan Well Live Well family in September 2008 and currently serves as the Office Manager and a Notary Public. She’s
Phillip Mottini, AIF, RFC
Owner / Financial Advisor
(916) 797-3020
Phillip has devoted the past 37 years to helping individuals and families navigate the financial planning world. Before founding his own practice at Plan Well Live Well™, he spent eight years at Morgan Stanley ...