Phil Wehrman

Co-Owner and Financial Advisor

Being a financial advisor and co-founding Safe Estate was never the original, intended career path for Phil. When Phil completed his time in the United States Marine Corps, he no longer wanted to return to the work he was doing prior to enlisting. Previously, he was working as a mechanical designer in the automotive industry, and working towards completing a degree in mechanical engineering. When the financial crash of 2008 happened, Phil watched people very close to him lose their hopes of a comfortable retirement, and commit themselves to working longer before retirement or taking a part-time job to make up for losses. Phil started to educate himself as to not end up in the same situation later in life. It led him to get several different educations and certifications. He has now spent the last 10 years educating people on what he has learned in both the classroom setting at colleges and universities, and in the virtual setting. Phil fully understands how to put together a financial plan that will secure an effective retirement. Phil greatly enjoys working closely with individuals and giving them the peace of mind they are so desperately seeking.