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
Harry Barth
Managing Partner
RJ
Richard Jackman
Chief Investment Officer
Dhillon Taylor
Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Tim Lynch
Managing Member
Stonepine Capital Management (Private)