Who We Are
Marketing and Insurance Services
License No.: CA0387579
entered the financial
services industry in 1970, after earning his BS degree in marketing
from CalState University, Northridge, CA. He learned the basics of the
personal insurance business starting with Metropolitan Life. Next, he
became one of the Northwestern Mutual's top life and disability
insurance producers and qualified for the prestigious Million Dollar
Round Table for many years.
In 1986 he opened his own agency, Concepts Marketing and
Services, in Beverly Hills, CA., to provide more comprehensive
services to a growing professional and self employed clientele. In 2006
he also opened his Rancho Mirage office, where his busy schedule
requires half of his time.
Phil hails from an athletic
family as his father played major league
baseball for the former New York Giants.
from being a low
handicap golfer on
weekends, Phil has led his masters water polo team to medals at World
Championships on five continents. In July 2014 in Montreal his team with Phil guarding the goal won bronze medal in the waterpolo World Championship in the 65+ age division.