Phellipe Santos is a seasoned financial professional with over 13 years of experience in wealth management, financial planning, and investment advisory. Having worked extensively with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, Phellipe has established himself as a trusted advisor and strategist in the financial services industry. His career is marked by a steadfast commitment to helping clients achieve their financial goals while maintaining a focus on relationship building and mentorship.
Phellipe’s academic foundation is rooted in his education at Santa Clara University, where he earned a Bachelor of Science in Commerce with a focus on Finance. During his time there, he honed his skills in leadership, economics, and advanced financial strategies through coursework in Business Valuation, Risk Management, and International Economics. These experiences equipped him with the analytical and strategic acumen necessary to navigate complex financial landscapes.
Professionally, Phellipe has held pivotal roles at organizations such as Fidelity Investments, Fisher Investments, and Grant Private Wealth Management. At Fidelity Investments, he excelled as a Planning Consultant, managing a $1 billion book of business and identifying over $550 million in growth opportunities for HNW and UHNW clients. His ability to uncover and secure investment opportunities resulted in $15 million in managed assets and a pipeline of $8 million in future prospects.
Prior to Fidelity, Phellipe served as Associate Vice President at Fisher Investments, where he was instrumental in acquiring over $240 million in new business. He cultivated relationships with more than 600 clients, guiding them through tailored financial strategies and solutions. His tenure was further distinguished by his innovative approach to data management, which enhanced client relationship development and identified areas of portfolio improvement.
Phellipe’s expertise spans financial analysis, retirement planning, and market research, complemented by his licenses in Series 7, 63, 65, and a California Life & Health Insurance license. His multilingual abilities in English, Portuguese, and conversational French add to his global perspective, further enriching his ability to engage with clients from diverse cultural and economic backgrounds.
Beyond his professional achievements, Phellipe has embraced opportunities to give back through advisory roles. He serves as an advisor for Porsche Motor Cars US and an apartment complex, leveraging his financial expertise to provide strategic counsel. These roles underscore his commitment to mentorship and community involvement.
On a personal level, Phellipe is an avid enthusiast of automotive sports, skiing, and outdoor activities. He believes in maintaining a balanced lifestyle, which he attributes to his ability to remain innovative and adaptable in his career. His hobbies reflect his values of precision, perseverance, and passion for excellence.
As someone who thrives on challenges, Phellipe took a sabbatical to explore personal interests and reinvigorate his professional pursuits. This break allowed him to focus on mentorship, a passion he has carried throughout his career. His dedication to guiding others extends to his professional life, where he finds great fulfillment in helping clients and colleagues achieve their aspirations.
Phellipe’s approach to his work is guided by a simple yet profound principle: empowering success through strategy and mentorship. Whether working with clients to build wealth or mentoring peers, he brings a sense of purpose and clarity to every interaction.
In summary, Phellipe Santos embodies the qualities of a visionary leader, combining deep financial knowledge, strategic insight, and exceptional communication skills to deliver value in every endeavor. His ability to inspire, guide, and execute sets him apart as a financial professional and mentor.
Character:
Phellipe Santos is a professional driven by integrity, dedication, and a genuine passion for helping others succeed. His mentorship mindset and ability to inspire confidence have been key to building trust and long-term relationships throughout his career.
Knowledge:
With over 13 years of experience in financial services, Phellipe has developed deep expertise in wealth management, investment advisory, and financial planning. His educational background and professional accomplishments reflect a strong foundation in analytical and strategic financial principles.
Strategic:
Phellipe has a proven ability to identify opportunities, craft tailored solutions, and drive measurable results for clients and organizations. His innovative thinking and forward-looking strategies have consistently unlocked significant growth and value in high-stakes environments.
Communication:
An exceptional communicator, Phellipe excels in simplifying complex financial concepts and fostering meaningful client and colleague relationships. His collaborative approach ensures clarity, trust, and alignment across all professional interactions.
