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Philip Cioppa - Arbol Financial Strategies, LLC. Norwalk, CT, US

Philip Cioppa Philip Cioppa

Arbol Financial Strategies, LLC

Norwalk, CT, UNITED STATES

Accomplished Financial and Economic Expert

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Biography

Phil Cioppa is the Managing Principal and Chief Investment Officer of Arbol Financial Strategies, LLC (www.arbolfinancialstrategies.com), located in Norwalk, CT, Harrisburg, PA and Manhattan, NY. With over 10 years in financial service experience, he has served as a Certified Trust and Financial Advisor and has distinguished himself among his peers as a top advisor at Thrivent Financial for Lutherans prior to co-founding Arbol Financial Strategies. Phil brings a proprietary and unique client- centered approach and a sense of humor to his work as a financial advisor. He is very passionate about his work with clients and as Chief Investment Officer, he specializes in asset management strategies, insurance planning and taxation issues.

Prior to starting his journey in financial services, Phil pursued his passion for religious studies with a Bachelor of Arts from State University of New York at Albany, Masters of Divinity at St. Bernard’s Institute in Rochester and his Doctor of Ministry from Graduate Theological Foundation in Mishawaka, Indiana. Phil served as a Roman Catholic Priest for 18 ½ years, leaving active ministry in excellent standing to pursue his new passage.

Phil is soon to be seen as a financial guest expert on “The Brian Tracy Show” featured on ABC, NBC, CBS and FOX, as well as being named as a “Trendsetter in the New Economy” by USA Today. He is currently co-authoring a book with Brian Tracy, as well as another book with Jack Canfield, co-author of Chicken Soup for the Soul, which will be launched next year at The National Academy of Best Selling Authors in Hollywood.

Phil is also the host of the nationally syndicated radio talk show, "The Phil Cioppa Show".

Phil is married to a wonderful wife, Janie, and lives in Danbury, CT with Janie, his niece Amanda and great-nephew Edrien

Industry Expertise (3)

Financial Services

Professional Training and Coaching

Insurance

Areas of Expertise (3)

The Economic Crisis of Today

New Trends in the Economy

Financial Advisors Today

Education (1)

Graduate Theological Foundation: Doctor of Ministry, Ministry 1994

Affiliations (2)

  • Million Dollar Round Table
  • National Association of Financial and Insurance Advisors

Sample Talks (1)

New Trends in the Economy

2012 brings new challenges and new solutions. In this presentation,l I describe how the socio-economic landscape has changed and how we can overcome the new obstacles in our way.

Style

Availability

  • Keynote
  • Panelist
  • Workshop Leader
  • Author Appearance

Fees

1500 to 3500 *Will consider certain engagements for no fee