Broker Check
Phil Messuri, MS, CFP®

Phil Messuri, MS, CFP®

Investment Advisor Representative

Philip J. Messuri is a Certified Financial Planner®, Professional, and holds an advanced degree in Mechanical Engineering. He started his financial planning and investment management career in 1996. His clients include couples, individuals, business owners and charities.

Mr. Messuri’s education and extensive experience enables him to provide comprehensive client support. He has over 35 years of management and leadership experience stemming from his career in the U. S. Air Force, six years as a program manager with two technology companies and nineteen years providing financial services and advice. Mr. Messuri’s CFP® credential requires him to be facile in six interlaced areas of specialty: investments, insurance, estate planning, taxes, retirement planning and business ownership issues.

Mr. Messuri is a life-long skier and served on the Sandia Peak Ski Patrol for 18 years. He voluntarily serves on numerous charitable organizations, both in Albuquerque and Placitas, New Mexico. Mr. Messuri and his wife have lived in New Mexico since 1984. They have four children and eight grandchildren.