Philip Bervig
Phil is a Partner and Personal Wealth Manager at TCP Asset Management.
He began his career as a financial professional in 2006 and now works primarily with a select group of successful professionals, business owners, and retirees.
He is a graduate of Grand Canyon University and also holds the series 7, 63, & 65 licenses.
As part of a full-service independent investment management and financial planning firm, Phil provides the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic.
Phil and his team have developed and refined a planning process that is comprehensive in nature and ties together all of the following: investments, retirement income planning, risk management, estate planning, business and family legacy planning, and philanthropy. Understanding how these pieces of the financial puzzle fit together helps clients reduce stress and stay organized through all seasons of life.
Phil was born and raised in Colorado which fostered his love for hiking, camping, and exploring nature. When away from the office, he enjoys spending quality time outdoors with his wife and children.
Philip Bervig is registered to conduct securities business in AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, SD, TX, VA, WA, WI.
Insurance-related services may not be provided to individuals residing in any states other than AZ and NM. No offers may be made or accepted from outside the specific states referenced.