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- Philip A. Rousseaux, ChFC®, CIMA®, RICP® is a published author and nationally recognized expert on retirement income planning. He has spoken at many financial trade shows in the United States, and is known for his objectivity, transparency, and honesty. He is rigorously independent, representing only the major insurance and financial companies that meet his uncompromisingly high standards. In 2014, he was named one of Retirement Advisor’s Advisor of the Year Finalists. Judged on production, community involvement, an ability to connect with clients, a passion for working with seniors, and an exemplary compliance and suitability record, Philip was one of only five finalists selected from across the country. Philip formed Everest Wealth Management in 2003 with the belief that there should be a uniform strategy and philosophy to help clients meet their goals while providing guarantees for retirement savings. Philip received his B.S. in Economics from Towson University and completed an Executive Education Program at the Wharton School of Business. In his spare time, Philip enjoys traveling to other countries and experiencing other cultures. He is also a PADI Rescue Diver and a loving husband to his wife, Lorena. Philip enjoys volunteering his time with the Make-A-Wish foundation along with the rest of the Everest team.
Posts by Philip Rousseaux:
Many Maryland baby boomers have enjoyed long careers with the federal, state, or....
Americans are living longer than ever, and much longer than most retirement plans....