Financial Advisor
Phil is a Financial Advisor at Soteris Private Wealth, working directly with clients to help manage their financial needs and pursue their long-term goals.
He brings nearly a decade of experience to his role – starting his career at Merrill Lynch in Walnut Creek, California in 2017, and joining the Erickson Group in 2019.
Phil became a dad in 2025 and lives in Fairfield with his family. In his spare time, he enjoys skiing, playing the piano, and going to restaurants with friends and family.
