Phillip Hanks CFP®

Make Investing SEXY Again! Founder at Black Oak Wealth Management, Inc.

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About

Just like Tesla's car line-up spells SEXY, my firm operates by the following Four Core Principles: S - Simplicity (Human Financial Advisor focused on low-expense portfolio management & ongoing financial planning) E - Elegance (Beautiful User Interface, One-Page Investment Policy Statement, and a One-Page Financial Plan customized to YOU) X - Cross Out cash flow to confusing/expensive financial products or expenses that don't align with your values. Y - Your Goals Matter (Not just focused on generic information & rules of thumb) Successful Entrepreneurs and other high-income professionals are my ideal clientele. It's my job to give mission-critical advice in the face of irreducible uncertainty. Fiduciary Financial Advisor providing investment management & financial planning services. Things I love about my business: Portfolio management, retirement planning, and collaborating with clients from a diverse array of backgrounds.

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Financial Services
Altruist
Riskalyze
Work experience

May 2016 - Present

Black Oak Wealth Management, Inc.

Independent Financial Advisor

As a Registered Investment Advisor, Black Oak Wealth Management IARD# 282568 and its representatives provide portfolio management and financial planning services to individuals. Investment Management & Financial Planning are key areas of focus. Client relationships often begin with established portfolios that are transferred or rolled over. We leverage technology and personal service to provide a concierge level of investment management. Assets are held by world-class third party custodian(s).

Jul 2015 - Apr 2016

Investment Advisors Corp.

Investment Advisor Representative - DBA New Light Financial

Investment Advisor Representative Under Registered Investment Advisor - Attained Series 66 License

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Jun 2015 - Apr 2016

Broker Dealer Financial Services Corp.

Stockbroker - DBA New Light Financial

Series 7 Licensed Registered Rep Under Broker-Dealer

Jun 2008 - Mar 2015

Prolifiscapes

President & CEO

Founded, Grew, and Sold IP, Contracts, & Assets of a Landscape Design/Build Company - was an LLC 2008-2010 (Prestige Landscape Management, LLC), then S-Corp 2010-2015... Sold via Brokered Transaction 3/2015

Education

2018 - 2018

College for Financial Planning

Certified Financial Planning Professional - CFP®, Finance

I earned the CFP® credential in 2018.

2002 - 2006

University of North Carolina @Greensboro

BS Education, Mathematics & Science - Middle School

I had a full scholarship for education. It took about 1.5 years in the profession before I could go full time with my first business.

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