Phil Ricasata, CFP®
International Wealth Manager
View Phil Ricasata’s profile
Phil serves as an International Wealth Manager and works directly with clients to develop and implement comprehensive financial plans that address their most complex goals and financial needs. This comprehensive approach addresses wealth management issues in the areas of cross-border planning, retirement, investment management, tax planning, estate planning, business succession planning, insurance, and charitable planning.
Phil has over 18 years of industry experience helping the families of business owners and professionals. Prior to joining Creative Planning, he worked at an independent registered investment advisory firm as a Retirement Plan Consultant and Financial Planner. He also served as an officer in the United States Navy and attained the rank of Lieutenant Commander.
Phil graduated from the University of California at Berkeley with a Bachelor of Science degree in Business Administration with an emphasis in Finance. He also holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards.
Phil and his wife Erinn reside in Ventura with their children, Lauren and Max. He is an active member of his church and in his spare time enjoys training Brazilian Jiu Jitsu, kettlebells, surfing, and fishing.
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