Phil Webb, ChFC

ABOUT

Phil Webb is a financial coach with experience in combining estate, retirement, business, insurance and financial planning and investment coaching to create well-rounded strategies for individuals, families and businesses. Phil joined Colomb Investment Management Company, LLC (CIMCO) as a Registered Investment Advisor Representative in 2023, bringing his experience, his professional designations and his “efficient and effective” philosophy.

In addition to an extensive background he also holds the Chartered Financial Consultant (ChFC)® and Chartered Life Underwriter (CLU)® professional designations earned from the American College, Bryn Mawr, Pennsylvania. Because of his extensive work in the estate planning arena, Phil was asked to and served as a national board member of the National Association of Estate Planners and Councils during 2007 and 2008, where he served as a national speaker and advisor in the areas of business succession, retirement and estate planning.

In 2017, Phil was invited to join Matson Money, Inc, a group of experienced financial coaches, where he has received intensive and advanced training for over six years, based on Nobel prize winning and academic principles, in order to provide his clients with customized, comprehensive analysis and portfolio planning using unique tools. Phil continues to provide Matson Money's Investment management services through CIMCO's co-advisory arrangement with Matson Money.