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portrait of Phillip L Hettich Jr
FINANCIAL ADVISOR

Phillip L Hettich Jr

CFP®
749 Gateway Ste 701, Abilene, TX 79602opens in a new window
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About Phillip

My journey to becoming a financial advisor began as a young CPA seeing a need and wanting to help clients – both individuals and businesses – plan for and reach their financial goals. Today, with more than twenty years' experience, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. As a father and now a grandfather of three boys, one of my passions has become legacy planning with families.

In those early years as a CPA, I began studying and acquiring securities and insurance licenses. Additionally, I earned the CERTIFIED FINANCIAL PLANNER™, or CFP®,...

Focus Areas

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

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • North Texas StateBachelor of Business Admin

Personal Interests

  • Fishing
  • Hunting
  • Cooking
  • Cycling

Team Members

  • Andrea Goza
    Branch Office Administrator

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Office Information

Phone

(325) 670-9500

Fax

(877) 222-3891

Office Address

749 Gateway Ste 701
Abilene, TX 79602opens in a new window

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