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Phillip J Napper

Planning Consultant

Secura Financial Planning & Wealth Management

United States, California, Orange

About Me

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

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Profile Information

Planning Consultant

Secura Financial Planning & Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orange

California

United States

Mar 25, 2025

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