Phillip Mottini, AIF, RFC
Owner / Financial Advisor
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 Dean Witter, where he advanced to the role of Associate Vice President.
A graduate of Arizona State University with a Bachelor of Science in Accounting, Phil also holds a number of professional credentials, including Series 7 General Securities Representative, Series 63 Uniform State Securities Law, Series 65 NASAA-Investment Advisors Law, AIF® (Accredited Investment Fiduciary), and Department of Insurance licenses in Life, Disability, and Variable Products.
Known for his energy, knowledge, and genuine enthusiasm, Phil spends most of his time meeting with clients, building and managing portfolios, educating them about their investments, and researching opportunities in today’s complex financial markets. His expertise extends to advanced financial and estate planning, allowing him to offer a broad and comprehensive range of services.
When he’s not in the office, Phil can often be found outdoors tending to his garden or enjoying quality time with his wife, family and friends.