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Phil Boscarino, CFP®

UHNW Family Office Services

Phil Boscarino, CFP® is the Director of Family Office Services - Mariner Ultra, previously holding the position of UHNW Family Office Services at AdvicePeriod.1 He is based in Los Angeles, California and has extensive experience in the financial services industry.2

Boscarino worked at AdvicePeriod for 8 years and 11 months.1 His expertise includes ultra-high-net-worth (UHNW) family office services, which typically involve comprehensive wealth management for extremely wealthy individuals and families.

Throughout his career, Boscarino has been associated with various leading organizations in the financial sector, including Westside Investment Management, Gurman Wealth Management, and State Street. His professional background demonstrates a strong focus on wealth management and financial planning for high-net-worth clients.

As a Certified Financial Planner (CFP®), Boscarino possesses advanced knowledge and credentials in financial planning, further solidifying his expertise in providing comprehensive financial services to ultra-high-net-worth individuals and families.

Highlights

Jan 1 · cience.com
Roman Puglise Phone Number & Email - AdvicePeriod - CIENCE

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Phil Boscarino, CFP®
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Location

Los Angeles, California, United States