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Phil Stoker, CFP®

Managing Partner  

“We founded Stoker Ostler Wealth Advisors as a way to create an unparalleled customer service experience that focuses on individual client needs.  Ten years later, our original philosophy still reigns true – it’s all about the client.  My greatest fulfillment is when our clients call us friends.  At the end of the day, that is what life is all about.”

Phil is a Managing Partner at Stoker Ostler with direct responsibility for the firm’s financial planning and new business development.  He consults with clients nationwide, specializing in retirement planning, investment analysis, charitable giving and cash flow planning.  He is a member of the firm’s investment committee which is responsible for setting investment policies and portfolio strategies.

Prior to founding the firm in 1997 with Creg Ostler, Phil spent two decades in senior positions with a private foundation and large, national financial institutions in San Francisco, Seattle, Chicago and Scottsdale.  He has extensive experience in analyzing financial models, reviewing scenarios and recommending solutions to individuals and families to help them achieve life financial goals.  Phil has developed a comprehensive seven-step process that is the foundation of Stoker Ostler’s financial planning.

Phil is a CERTIFIED FINANCIAL PLANNER™ as well as a current member of the National Association of Personal Financial Advisors (NAPFA), the President’s Leadership Council for Brigham Young University-Hawaii and the Schwab Institutional Advisory Board.  He is a past adjunct faculty member for the College for Financial Planning. Phil was recently ranked among the Top 250 Wealth Advisors in the country by Worth magazine (2008). Phil received his bachelor’s degree in finance and MBA from Brigham Young University’s Marriott School of Management. 

Phil volunteers with Families Helping Families, a home building program for homeless families in Mexico, with the Boy Scouts of America and is very active in his church.  He has previously been involved with the Inner-City Youth Foundation in Chicago and other charitable organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.