First Command District Advisor - Philip Leopold, CFP®

Business Information
Philip Leopold joined First Command Financial Services as a Financial Advisor in October 1989, following a 5-year career in the United States Air Force, where he attained the rank of Captain. Philip understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Philip has a Bachelor's degree in Industrial Engineering from Texas A&M and a Master's degree in Systems Management from University of Southern California. He holds Series 6, 7, 65, 24 and 26 securities licenses plus life and health insurance licenses in VA.

Philip is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

Active in his community, Philip is Scoutmaster of BSA Troop 1515.

In his free time, Philip enjoys reading, running, and traveling.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.




Specialties:
Comprehensive financial planning, Investment strategies, Retirement income planning, Estate planning