Philip Masi, MBA, CFP®

Financial Planner

Phil has a Bachelor of Science Degree in Accounting from Villanova University and an MBA from the University of Bridgeport. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Charter Member of the Estate Planning Council of Putnam County. He was named a 2016 Five Star Wealth Manager by Connecticut Magazine.  

Phil takes his commitment to his community seriously and has served on the Board of Directors for the Country Children's Center in Katonah. He has coached baseball; worked with his church's Midnight Run Program to help the homeless, and is Treasurer of the Somers's Lion Club. A firm believer in giving back to the community, this philosophy governs his professional and personal life.

The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers. 

Phone 203-456-3978