Secure Your Future

With Our Financial Planning Advisor

Protect Your Money

from Market Declines

You Can Expect a Reasonable Rate

of Return of 3-6%

Keep It Simple

With Our Financial Planning Advisor

Experienced Financial Advisor

Secure your future by talking with a financial planning adviser at P.H.D. Financial Services. Our primary objective is safeguarding your financial future. We are dedicated to providing personalized service to fit your lifestyle and situation with our custom plans, products, and services. After your plan is set, we continue working alongside you to ensure your financial goals are met.

Our Services


Look forward to relaxing after you retire when you start securing your financial future with P.H.D. Financial Services. Our financial advisers form a plan made just for you.

Dollars & Sense

Most of us want our financial house in order; especially in today’s challenging economy. Here are some tips to assist you in managing your daily finances and make appropriate financial decisions for the future.

Life Insurance

Take care of your loved ones and ensure they are taken care of in case of an emergency with one of our life insurance plans. Our advisers sort through our many plans to find the right one for you and your family.

Contact Us

Partner with P.H.D. Financial Services and let’s win together!

Schedule an appointment with a financial planning adviser.

License: OH30144 (CA)
LIC943565 (WA)
Serving the State of California & Washington

Work: 626-798-9023

Cell: 323-240-6393

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