portrait of Phil Doerner
FINANCIAL ADVISOR

Phil Doerner

CFP®, ChFC®, CPWA®, CEPA®, AAMS™
725 E Bridge St Suite A, Brighton, CO 80601opens in a new window
CallSend Me a Message

About Phil

During my last week at the Medical College of Ohio, faculty brought in speakers from various financial professions to close out our education. One of these speakers asked our class what we thought Albert Einstein said was the most powerful force in the Universe. After some class deliberation, the speaker then stated “Einstein thought the most powerful force in the universe was compounding interest. He called it the Eighth Wonder of the World.” This was my fortuitous introduction to my future financial advisor career and the field of investments, an experience that would turn out to be life changing.

After...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CPWA®

    Certified Private Wealth Advisor®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of ToledoBachelors

Personal Interests

  • Cycling
  • Hiking
  • Personal Fitness
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Sue Hart
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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