Phil Vitalbo

Two of Philip's passions are fitness and finance. He loves sharing knowledge and believes in an abundance mindset. 

As a collegiate strength and conditioning coach, one of the most professionally fulfilling aspects was helping others create effective life long habits. Inspired by his father's business, Philip has brought what he's learned as a coach into the financial world.

Philip works together with clients to create financial strategies through the utilization of financial planning software, working to optimize investment allocation with regard to risk management and tax consequences. 

Philip is fully licensed as a Registered Representative, Investment Advisor Representative, and a licensed Agent for Life, Accident, and Health insurances. Philip received his degree in Mathematics at the College of Wooster where he was also an All-Academic football player for the Fighting Scots. Philip also attained a Master of Science in Exercise Science. 

When not in the office, Philip enjoys spending time with his wife, Stephanie, and family. He continues to coach at the Collegiate level as a hobby and also takes delight in gardening, cooking, motorcycles, playing guitar, and working out.