Philip Luna

Client Relationship Associate

Orange County, California

Phil collaborates with advisors to deliver personalized financial services and ongoing support to both new and existing clients. He focuses on efficient account operations, responsive service, and building strong, trusted relationships.
Phil holds a bachelor’s degree in psychology with a minor in business administration, giving him a strong foundation in client behavior, communication, and decision-making. His background allows him to bridge technical planning discussions with clear, practical guidance that helps clients feel at ease and informed.
Phil enjoys empowering clients to better understand their finances and the options available to them. He emphasizes clear explanations, thoughtful listening, and steady follow-through so clients feel supported at every step. His goal is to help each client make confident decisions about their financial future.
Outside the office, Phil stays active through basketball, golf, and biking. When he’s not on the move, he enjoys spending time with his family and caring for his dog.