Philip B. Moran, MBA, CFP®, CLU, ChFC, AIF®

Philip B. Moran, MBA, CFP®, CLU, ChFC, AIF®

Phil earned his MBA from the SMU Cox School of Business, holds a BS in Engineering from the University of Kansas, and is a graduate of the Certified Financial Planner Program at St. Thomas University.

His articles on business retirement plans, investing, and college saving strategies have appeared in the Houston Business Journal, the Dental Society Journal, and other professional publications.

Phil has been married for over 20 years to Vicki and they have 2 sons. Vicki and Phil live in Sugar Land where they enjoy driving their vintage 1964 MG sports car. Though a classical pianist and a singer with a not-so-famous Barbershop Quartet, he has no plans of giving up his day job.

    

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