Philip Athey, CFP®, CPRC®, CCFC
CERTIFIED FINANCIAL PLANNER™
Certified College Financial Consultant
Areas of Expertise: Education Planning | Retirement Planning | Operations/Management
Philip is a Financial Advisor at Three Oaks Advisory in Richardson, Texas. He received his B.B.A in Marketing from Texas Tech University before starting his advisory practice in 2004. Since then Philip has continued to further his education in his field. He currently holds his Charted Retirement Planning Counselor and Certified Financial Planner designations.
Philip is a sports enthusiast and enjoys everything related to Texas Tech. He spends much of his time outdoors whether that be golfing, coaching his son’s soccer team, working in his yard, or canoeing. Philip is an active member in his community of Richardson where he lives with his wife Jenny and three children Avery, Andrew, and Ellie.
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