WestStar Financial Group

CONNECT

Address:

8625 SW Cascade Ave, Suite 104
Beaverton, OR 97008

Phone:

503-521-7249

Fax/Other:

503-530-8543

Phillip Smith

Phillip Smith

Address: 450 Country Club Road Suite 330, Eugene, OR 97401

Phillip is a financial advisor with Pacific Benefit Consultants. He maintains Series 7 and 66 securities registrations in California, Oregon, Texas, Virginia and Washington. 

As a US Marine, discipline, integrity and resilience were character traits that Phillip internalized. During his ten years of service, Phillip excelled as an avionics technician, work center supervisor, flight control coordinator and technical instructor, meritoriously promoted three times during his military career, and all the while developing his passion for leading, serving and educating others. After his enlistment, he attended University of Oregon and graduated Magna Cum Laude with a BA in English, Writing/Public Speaking/Critical Reasoning minor. Today, the traits and skills he learned in both the military and academic environments are the driving force behind his work ethic and client dedication.

He currently serves a breadth of clients as a financial services generalist: building and servicing company retirement plans, helping individual clients navigate potential financial pitfalls, working one-on-one with them to identify short- and long-term goals, and assisting with the development of holistic financial plans which are distinctly suited to each client’s unique situation.

 

Pacific Benefit Consultants, Inc is not a subsidiary of nor controlled by Voya Financial Advisors.

Phone (541)484-6624
Website www.pbcins.com