Financial Advisor
Phillip Cingolani
Phillip is passionate about bringing clarity to others regarding their financial concerns. Offering a wholesome perspective, he delivers financial advice in a direct, straight-forward manner so clients can spend more of their time doing what they enjoy. By sharing his insights and expertise, he’s helped many individuals, families, and business owners to better grow their wealth. He resides in Mt Pleasant with his wife, Rebecca, their daughter, Perrin, and their sassy Bengal cat, Koala. Outside of spending time with family and business, Phillip can be found performing on a variety of stages in Charleston, or discovering himself through voice and movement in beautiful places outdoors.
Our Services
Financial Planning
As fiduciaries, it’s our responsibility to take a comprehensive look at your financial picture. We intake and review your finances, get to know you and the direction you’d like to go, then design your financial plan to be in harmony with that direction.