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Philip A. Bewley, MBA, CFP®

Partnervest Securities, Inc.

9045 Soquel Dr
No 4
Aptos, CA 95003
Phone: (831) 688-5118
Fax: (831) 688-0925

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.