Phillip B. Kaiser, CFA, CFP®, is a Senior Financial Advisor / Analyst at Raskob Kambourian Financial Advisors. In addition to helping clients achieve their financial goals, Phil provides analytical support to the firm and chairs the Investment Committee.
Prior to joining the Raskob Kambourian team in 2012, Phil served in the United States Air Force. He holds a Master of Liberal Arts (ALM) degree, finance concentration, from Harvard University and a bachelor’s degree in Management / Accounting from Park University. Phil is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst® charterholder. Phil serves on the board of the Financial Planning Association (FPA) of Southern Arizona and the CFA Society of Tucson and is a member of the CFA Society of New York and the Chartered Market Technicians (CMT) Association. In his spare time, Phil enjoys reading, studying economic and financial market history, cycling, and volunteering throughout the Tucson community.