Investing for the Future

Financial advisor services located at Tucson Old Pueblo Credit Union, through an affiliation with Securities America, Inc., are available to assist members in preparing for the future and securing an investment strategy. Learn more below.

Phil McNulty, MPAS®, MS, CFP®

Phil McNulty, MPAS®, MS, CFP®

CERTIFIED FINANCIAL PLANNER™

(520) 918-0340 | Phil.McNulty@SecuritiesAmerica.com

Financial Industry Experience:

First licensed in 2010, Phil began his financial services career operating his own independent financial planning office in Sierra Vista for over 5 years before partnering with TOPCU in April 2016.

Over that time, Phil has worked hard to become an expert in financial planning, earning his CERTIFIED FINANCIAL PLANNER™ designation in April 2015. Not content with that achievement, Phil continued his studies and earned the Masters of Science in Personal Financial Planning from the College for Financial Planning in October 2018. He earned his highest achievement to date also in October 2018 after he was awarded the MASTER PLANNER ADVANCED STUDIES™ designation, also from the College for Financial Planning. The MPAS® is the most advanced professional designation in the financial services industry.

Previous Experience:

Phil brings an abundance of real world experience to his professional life. He grew up on the East Coast before enlisting in the United States Marine Corps where he served two honorable tours; one each in the Infantry and Intelligence. Next, he lived in Tennessee for two years, earning his Bachelor’s degree from the University of Memphis. Phil then returned to serving his country by providing Intelligence support to U.S. troops in Iraq before moving to Arizona to teach Intelligence on Ft Huachuca. Overall, Phil has lived in or visited more than half of the United States and visited more than a dozen foreign countries.

Phil is a proud member of the Combat Veterans’ Motorcycle Association Chapter32-4, an organization that represents all branches of the military and dedicated to helping veterans in need.

Using his diverse background to understand every individual situation as fully as possible, Phil strives to make financial planning understandable. And with a background in teaching, Phil works hard to explain complex concepts and products in simple, everyday language.

Knowledge Areas

Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, feebased managed accounts.

Licenses and Certifications

Series 6, 7, and 63 securities registrations; Series 65 advisory registration held through PFG Advisors; and, life and health insurance licenses; CERTIFIED FINANCIAL PLANNER™ designation and MASTER PLANNER ADVANCED STUDIES™ designation

About Securities America

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Securities America is an independent broker-dealer with award-winning technology and support staff of over 500 professionals. Securities America is a wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc., providing equity research, investment banking, trust services and asset management support.

TOPCU partners with Securities America to have financial advisor services available to assist members in developing a personalized investment program. Click here to learn more about Securities America and how they support our local financial advisors here at TOPCU.

To schedule your free no-obligation consultation, give us a call at (520) 881-6262 or stop by any branch location and ask to speak with a financial advisor. You can also contact Phil directly at (520) 918-0340.

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through PFG Advisors.  Tucson Old Pueblo Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

Disclaimer: Securities and insurance products offered by Securities America are not products of TOPCU and are not insured by any federal agency. Investment products are subject to investment risks including possible loss of principal. 

 

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