Phillip Asuelo CFP^® Trajan Wealth Fiduciary Advisor, Portfolio Management Group

Phillip originally hails from Seattle, Washington, but later relocated to Arizona, where he attended Arizona State University and earned a BA in Financial Planning and Services. He has over three years of experience in the financial planning industry, most recently serving as a Financial Advisor at Vanguard. In his role at Vanguard, Phillip assisted clients in developing strategies tailored to their individual circumstances, ensuring they stayed on track to achieve their financial goals.

Phillip has worked with a diverse range of clients and takes the time to thoroughly understand their unique backgrounds. This allows him to develop customized strategies that meet each client’s specific needs. He is passionate about helping his clients achieve their goals. Phillip is a CERTIFIED FINANCIAL PLANNER® professional and possesses extensive knowledge in various areas of financial planning and the financial markets.

Phillip’s passion for the industry comes from the various mentors he has had along his professional journey, all of which have played key roles in forming his professional career. When he is not working with clients, he enjoys spending time outdoors, either playing pickleball, golfing, or hiking around Arizona. He also enjoys spending time with his friends and family.