Philip Zeigler, CFP

Philip Zeigler, CFP

Founder and CEO
Retirement Planning Specialist

Visit my web site!

Phone: 937-382-3390
Fax: 937-382-3490
E-mail:
 

Philip Zeigler was born and raised in Wilmington, Ohio.  He is a 1996 graduate of Wilmington High School and a 2002 graduate of Wright State University where he earned a Bachelor of Science degree in Financial Services.  He has achieved a certificate as a Retirement Planning Specialist from the Wharton School at the University of Pennsylvania.

 

Phil began his career in the financial services industry with AXA Advisors in 2001.  During his career with AXA Advisors, Phil has distinguished himself as an elite producer.  He has achieved several personal sales awards including, Ohio Valley Associate of the Year, Bronze Eagle, Hallmark I, two Circle of Excellence, six Centurion Awards, and two National Leader Corps.  Phil was inducted into AXA's Hall of Fame in 2013.

 

Phil is a CERTIFIED FINANCIAL PLANNER professional and is a Retirement Planning Specialist.  Phil also currently serves as a member of the executive committee of the National Associate Forum for AXA Advisors.

 

Phil contributes many hours to his local community through various civic and charitable organizations including The Church of Jesus Christ of Latter-day Saints, the Clinton County Foundation, and the Wilmington Area Tennis Association.

 

Phil and his wife Mindy live in Wilmington and have four children, Ella, Preston, Brennen, and Griffin.

 

 

 

CFP®and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Retirement Planning Specialist title awarded by AXA Advisots, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Zeigler Financial is not owned or operated by AXA Advisors, LLC or its affiliates.