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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Calandra is an Investment Advisor Representative associated with Apella Wealth. Phillip has been in the industry since 2009. Phillip earned a Series 65 license in 2007 and is registered to provide investment advice in Connecticut and Georgia. Phillip previously worked with Calandra Wealth Management, LLC, Calandra Financial Group, LLC, Retirement Wealth Advisors, Inc., and Calandra Financial, LLC. Phillip has a broad client base, including high net worth individuals, charitable organizations, corporations, and pension plans. Apella Wealth specializes in financial planning and portfolio management services. The firm's advisory services focus on high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and individuals other than high net worth. Apella Wealth manages more than $3.34 Billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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CT
04/28/2021 - Present
Apella Wealth (WEST HARTFORD CT)
IA
Issued 09/24/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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