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Philip J. Fulco, Jr., CFP®

Phil Fulco joined the Professional Financial Consultants team in 2016/2017, coming from over 30 years in the Financial Services Industry.  More recently Phil managed Pinnacle Planning, another Cadaret Grant office in Fishkill, NY which has merged with Professional Financial Consultants.

Phil’s brings with him experience in Financial and Retirement Planning as well as Wealth Accumulation and Preservation.  He has held the CFP® designation from the Certified Financial Planner Board of Standards since 2007.

Phil has been a featured speaker for several Civic and Fraternal Organizations as well as presented Educational Seminars on Finance, Investments and the Economy.  He has earned recognition from several Financial Services Companies for providing clients outstanding service, expertise and guidance.  Phil is a certified instructor with the New York State of Department of Financial Services and has taught Continuing Education classes for other advisors and has been featured in Credit Union Magazine and the Poughkeepsie Journal.

Phil is married with 2 adult children and 1 grandchild.  A retired Navy Man and active Volunteer Fire Fighter with the Rombout Fire Company in Fishkill, NY – he serves on serval other volunteer and non-profit organizations and tries to spend some of his free time on the golf course.



 
 
 

Securities offered through Cadaret, Grant, & Co., Inc.  Member FINRA/SIPC.   Professional Financial Consultants, LLC and Cadaret Grant are separate entities.  Securities licensed in AZ, AR, CA, CO, CT, DE, FL, IN, MA, MI, NC, NM, NJ, NY, PA, SC, UT, VA, and WI



This communication is strictly intended for individuals residing in the state(s) of AZ, CT, DE, FL, MD, MA, MI, NJ, NY, NC, PA, SC, UT and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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