Meet Our Team

Phil Paret

Phillipe E. Paret, CFP® CHFC®  CVGA® CEPA® CLU®

Wealth Advisor

Phil Paret is a Wealth Advisor & Business Manager with extensive experience advising entrepreneurs, wealth creators, and UHNW families in building, refining, and monitoring comprehensive wealth plans that integrate directly held business and real estate assets with a specialized focus on estate, tax, and business planning.

Phil began his advisory career at New York Life before eventually moving on to work at Mass Mutual. At both firms, he spent most of his time solving complex estate liquidity and financial planning needs of wealthy individuals, families, and business owners. During his career, Phil began to develop expertise working with illiquid entrepreneurs beyond traditional wealth advisory, and into the business advisory of managing the value of their enterprises through strategic business, growth, and exit plans that help owners realize their vision. As a result, Phil also has hands on experience serving the unique needs of celebrities, athletes, artists and entertainers, and the management of their business affairs.

Phil has a Bachelor of Science from the University of Florida. Phil is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (CHFC®), a Certified Value Growth Advisor (CVGA®), a Certified Exit Planning Advisor (CEPA®), and a Chartered Life Underwriter (CLU®).

Phil currently lives in South Florida. In his free time, he can be found working out at the gym, playing pick-up basketball, coding, reading, traveling, playing video games, enjoying the beach, watching movies and sports, and volunteering in his community. More than anything, Phil enjoys creating lifetime lasting experiences with family and friends.

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