Phil Holstrom has been providing financial education and advice for clients since 2000. He has a passion for understanding his clients’ needs, educating them about their options, and building long-lasting relationships. In 2022, he joined Retirement Plan Advisors as a financial advisor servicing Ohio Association of Professional Fire Fighters plan participants.
Phil’s holds a Bachelor of Arts in Economics from DePauw University as well as a Masters of Business Administration with a concentration in Finance from Kent State University. He holds FINRA Series 6, 63, and 65 registrations, and is licensed to offer life insurance, health insurance, and variable annuities.
In his spare time, Phil enjoys biking, traveling, and trying to improve his golf game.
Check the background of this investment professional on FINRA’s BrokerCheck.