Phil Tanner, CFP®, CRPS®WEALTH MANAGER
Phil joined Jensen Wealth Advisors in 2015 and is now a Wealth Manager with the United Capital Palm Desert office.
- Born and raised in the Coachella Valley
- Graduated from Palm Desert High School in 1999, where he was captain of the soccer team
- Earned his bachelor's degree from Purdue University in West Lafayette, IN
- Spent 10 years in the insurance industry before joining Jensen Wealth Advisors in 2015
- CA Insurance License # 0I24570
Phil lives in Palm Desert with his wife, Amber and their two sons, Jack and Bradley. He is an outdoor enthusiast who loves sports, hiking and taking his dog, Hannah, on long walks.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.. Cetera is under separate ownership from any other named entity.