Phil Swenson                      Planning Assistant

Phil Swenson                     Planning Assistant

Phil Swenson is the newest member of the Millar Financial Group team, joining us from Seattle, Washington. Phil received his bachelor’s degree from Western Washington University. While in college, he spent a year studying in France, an experience that led him to pursue his certification in teaching English to speakers of other languages (TESOL), becoming a member of the TESOL professional organization.

After graduating, Phil took teaching positions overseas, teaching English in the Czech Republic, South Korea, and Austria, before settling in Seattle.

Phil joined Millar Financial in 2015, bringing with him a global perspective on business and life. Since that time Phil has completed a certification program in financial planning through UC Berkeley, and has attained the CERTIFIED FINANCIAL PLANNER™(CFP®) certification, fulfilling stringent requirements of education, examination, experience, and ethics, with the purpose of acquiring the expertise required to competently serve our clients.

In addition to his professional interests, Phil serves his community as a member of Fremont’s Bicycle Pedestrian Technical Advisory Committee, overseeing changes to Fremont’s bicycle and pedestrian infrastructure. Phil remains an avid traveler; he especially enjoys taking trips to go backpacking, and bicycle touring.