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Phil Behnen, CPA, CFP®
Tax Specialist

Phil has over 30 years of experience as a CPA and over 20 years as a CERTIFIED FINANCIAL PLANNER™ professional. Phil holds a Bachelor of Science in accounting and an MBA from Saint Louis University. Phil helps individuals and families meet their lifetime goals in the most tax-efficient way.

Over the years, Phil has been featured on CNN and CNBC, quoted in The Wall Street Journal and Money magazine, and been a guest speaker with AARP, among others. Phil has also served as an expert witness defending the rights of individual investors.

Phil lives in Austin with his wife, Cathy, also a CPA. They have three children: Zach, an engineer with Northrop Grumman in Colorado Springs and Reserve Officer of logistics with the US Army, Connor, an engineer with Samsung here in Austin and Reserve Officer of medical services with the US Army, and Madison, an event manager with Hilton Hotels in Denver. Phil enjoys all water sports and is an avid football and baseball fan and lover of Great Dane dogs.

Austin Office

10815 Ranch Rd. 2222, Bldg 3C, Suite 200 Austin, TX 78730

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Georgetown Office

1008 S. Main St. Georgetown, TX 78626

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Salado Office

417 N. Main St., Suite 103 Salado, TX 76571

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services are offered through Centennial Advisors, LLC, an SEC-registered investment advisory. Registration as an investment adviser does not imply any level of skill or training. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.