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Phil Behnen

Phil Behnen

CFP® CPA/CFP®

Phil has over 30 years of experience as a CPA and nearly 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 Lockheed Martin in California 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.

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