Phil Langston, CFP®, Director, Wealth Management

Phil Langston, CFP ®, Director, Wealth Management

Phil is a Director and a member of the Business Development Team. Phil meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth’s investment strategies.

Phil has previous experience in financial services beginning with Fidelity Investments where he was a fixed income specialist, branch manager and high net worth account executive.  Most recently Phil was a Regional Director for TD Ameritrade where he was responsible for branches across the Southwest.  He holds a degree in finance from The University of Texas at Austin and is a Certified Financial Planner*.

When not in the office, Phil enjoys spending time with his family, barbecuing and is an avid golfer.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.