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
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