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Phillip Christenson

Phillip Christenson
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I have had an interest in investing since a very young age researching stocks and purchasing my first mutual fund at the age of 14. I attended the University of Saint Thomas in Saint Paul Minnesota where I received two bachelors degrees - one in Finance and one in Accounting. Out of college I worked in various positions within Investment Banking, Hedge Funds, Private Wealth Management, until recently when I start my own Fee-Only Financial Planning Practice with my long term-friend and CPA, James Sexton. We now offer Financial Advisory and Investment Management under Phillip James Financial ( We are headquartered in Plymouth, Minnesota and serve the Twin Cities and surrounding suburbs.
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Bonds, ETFs, Mutual funds, Retirement savings, Stocks - long
Phillip James Financial We Are An Independent Fee-Only Fiduciary RIA...What Does That Mean? Independent We work for our clients rather than representing a specific bank, insurance, or investment company. Because of this, we are not limited to one company's investment products. This allows us to provide access to many more investment ...More
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