Team
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 ...
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