Phillip DeSantis, CPA, CFP®

Phillip and his wife Nicole live in Brighton. They have one son: Giovanni. They enjoy spending time with family and traveling. Additionally, Phillip also enjoys playing golf and watching hockey in his free time.

Phillip graduated from the University of Michigan in 2014 with a Bachelor’s degree in Business Administration majoring in both accounting and finance. He has worked for the past several years exclusively in personal tax planning, financial planning and tax preparations with an emphasis on financial planning strategies. * As a Financial Consultant at DeSantis Financial Group, he is committed to educating his clients to help them make well-informed decisions and find meaningful financial solutions by preparing a plan that takes into consideration their goals, unique needs, time frames, and risk tolerance.

Phillip provides his clients with a broad range of investment opportunities to help enhance and preserve their wealth with an emphasis toward tax advantaged strategies.

Phillip currently holds a FINRA Series 7 and Series 66 securities licenses with LPL Financial. He is also licensed for Life, Accident, and Health Insurance, as well as, Property and Casualty Insurance. In July of 2018, Phillip earned his License in Public Accounting from the State of Michigan. Phillip received his CFP® certification in 2020, a CERTIFIED FINANCIAL PLANNER™ certificant, which is the standard of excellence in financial planning. Phillip adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

*LPL Financial and its advisors do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.