Philip StrunkFinancial Consultant
Phone: 972-455-9015 Philip Strunk has been passionate about the financial world and fascinated with investments since a very early age. He feels very blessed to apply his passion to a profession that is dedicated to helping others achieve their financial dreams. His goal is to help as many people accumulate and protect their wealth, to retire without worry, and to transfer maximum wealth to the next generation tax efficiently.
Prior to joining AXA Advisors, Philip worked at Deloitte & Touche, LLP as a financial statement auditor and CPA. He helped complete financial audits on some of the largest corporations in the world. While he enjoyed working for such a great company, he decided in March 2006 that his talents could better serve the individual and small business with their financial planning needs.
Education Background
Master in Professional Accounting
University of Texas at Austin
McCombs School of Business, 2004
Bachelor of Business Administration
University of Texas at Austin
McCombs School of Business, 2004
Licenses and Certifications
· Series 7 - General Securities Representative
· Series 66 - Uniform Combined State Law
· General Lines LAH & HMO Insurance Agent
Community
· Artreach Charitable Foundation
· Texas Exes member
· Dallas Chamber of Commerce member
· Young Professionals Association
· Texas Society of Certified Public Accountants
· Dallas County Medical Society
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