Phil Napper is an investment advisor representative and general securities principal. He has consulted leaders in the healthcare, manufacturing, and food related industries. Phil views his role as a trusted and long-term advocate in helping clients achieve their financial goals. Phil has organized financial planning seminars to many well-known restaurant franchise groups, manufacturing and health care professionals. Before becoming an associate of Barth Financial Advisors, LLC, Phil was a financial planner with American Express, an independent advisor with Royal Alliance, and he was a Vice President with Tri Star Management. Prior to his financial services career, Phil worked for over twe

Phillip J Napper
Planning Consultant
Secura Financial Planning & Wealth Management
United States, California, Orange
About Me
Profile Information
Planning Consultant
Secura Financial Planning & Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Orange
California
United States
Mar 25, 2025
More profiles to browse
Kraig Strom
Financial Advisor and The Income Engineer
Dhillon Taylor
Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner
CH
Casey Hatcher
Financial Operations Manager, Certified Financial Planner
Jason Stone
Managing Director, CFP / CPWA Secura Financial Planning and Wealth Management
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc