Phil LaRusso began his journey as a financial representative with Voya Financial. Before this he received his bachelors in economics and finance from Penn State. He has since secured his licensure with insurance as well as securities in a handful of states across the country- opening up the breadth of who is able to help.
As the associate director of the financial planning department at Fortis Lux Financial, Philip views his current position as an opportunity to have a positive impact on his clients lives. Generous and affable, Phil was drawn to financial planning because he saw how it could be useful in properly assisting families in managing their financial needs. Taking the time to understand the client, the complexity of their lives and their financial goals, makes it possible for Phil to see a much larger picture. It is from this vantage he is then able to assess the details that contribute to the cultivation of comprehensive plans for his clients.
Phil works with individuals who are at the beginning of their financial journeys as well as those close to retirement. His focus with financial planning is to help his clients establish and build toward their financial goals. For those who are beginning or even established, as they learn about their financial footprint, there is room to build healthy habits that could have an impact not just for themselves, but for subsequent generations.
Phil is fond of spending time with family, traveling and being outdoors. Hiking, soccer and snowboarding are three outdoor activities he enjoys. He also enjoys watching and following sports.
Philip LaRusso is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory office: 420 Lexington Ave 25th Fl, Suite 2510, New York, NY 10170. (212) 578-0300.