Phil Sherman

Phil Sherman, CFP(r)

FINANCIAL WELLNESS SPECIALIST

Phil Sherman is a Financial Wellness Specialist at Deschutes-and to him, that’s more than simply a title. In fact, it has deep meaning, because understanding how they handle their money today can have a lasting impact on the future for the individuals and retirement plan participants he helps.

Phil moved to Oregon from Illinois, where he was raised in a family of educators. He realized early that he is a numbers guy, so he obtained a degree in Economics from the University of Illinois at Urbana-Champaign, and went to work in finance. His professional mission is to bridge the gap for people wondering how their retirement plan savings integrate with the rest of their financial lives. As the son and grandson teachers, Phil understands that finances sometimes take a back seat to more immediate concerns. But as a CFP(r), he also understands the true importance of giving them the attention they need. That’s the focus of his work with us at Deschutes; he considers himself a financial educator and coach to those with whom he consults.

Along with his wife, Phil enjoys the outdoor activities so readily available in the Pacific Northwest. Among their downtime activities are camping, Blazers games and helping out in the community. Oregon, he says, has something for everyone. We agree.

You can reach Phil at phil@deschutesinvestment.com or by calling (503) 548-2103.