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
Jason Stone
Managing Director, CFP / CPWA Secura Financial Planning and Wealth Management
Harry Barth
Managing Partner
Bill Black
Financial Advisor and Finance Consultant
Kraig Strom
Financial Advisor and The Income Engineer
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial