Phil Gaffigan (He/Him)
Phil Gaffigan offers fee-based financial advice, taking a planning-first approach to financial guidance. He believes finances are deeply personal, and there is no one-size-fits-all solution. By working closely with clients to understand their goals, priorities, and concerns, he develops comprehensive financial strategies that integrate investments, insurance, and long-term planning to help clients achieve greater confidence and peace of mind.
Having experienced firsthand the financial impact that unexpected life events can bring, Phil understands the importance of protecting what matters most. That perspective has reinforced his belief that effective financial planning goes beyond growing wealth—it also includes thoughtful protection strategies that help clients prepare for life's uncertainties.
Phil earned both his Bachelor of Science in Accountancy and Master of Accountancy from Northern Illinois University and is a Certified Public Accountant (CPA). He also holds his Series 65 and Series 63 securities licenses.
Phil is an Investment Adviser Representative of ESI Financial Advisors and is insurance licensed in Illinois. Tax advice and accounting services are offered independently of ESI Financial Advisors.
Fun Facts:
- Traveled to 25 countries and 6 of the 7 continents
- Sky dived off the coast of Dubai and landed via helicopter on a mountain top glacier in New Zealand
- Spent two years living in NYC
- Comes from a large family with four brothers (no sisters)!