Phillip Olney

FINANCIAL ADVISOR¹

Bio/Background

Phillip gets great satisfaction from helping families develop a solid financial plan. His mission is to always put their needs first and to be there for them when they need him.

He started in the financial business at Trilogy Financial Services where he learned to do complete financial planning. Prior to this career, Phillip worked for twenty years as a district manager and marketing manager. Working with the public has always been one of the most enjoyable experiences for him.

Phillip was born and raised in the Midwest where he learned the value of hard work. He studied business at the University of Nebraska Omaha and at Glendale College in Phoenix. He currently resides in Thousand Oaks, California with his fiancée, Brigitte. Fishing, golfing, swimming and spending time reading about the financial markets is how he enjoys his free time. Phillip also spends a lot of his time working with senior citizens, helping them to have a great retirement with a legacy to pass on.

Providing Personalized Financial Guidance in
Simi Valley, CA

Located in the Simi Valley, Phillip is ready to turn your financial goals into practical guidance. At Regal, we take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.

5775 East Los Angeles Ave, Ste 210 | Simi Valley, CA 93063
p. 805.906.9728
polney@regalfin.com

Questions? Contact Phillip today!

¹Securities offered by Philip Olney through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Providing Personalized Financial Guidance in
Simi Valley, CA

Questions? Contact Phillip today!

Email

Address

Phone

Regal Websites

Custodial Links

Providing Personalized Financial Guidance in Simi Valley, CA

Questions? Contact Phillip today!

Providing Personalized Financial Guidance in
Simi Valley, CA