David T. Phillips
CEO and Founder, Estate Planning Specialists
David T. Phillips is a nationally recognized consumer advocate for insurance, annuities, and estate planning with over 42 years of experience.
He is the author of several bestselling books – including Estate Planning Made Easy, The Family Bank Strategy, The 10 Most Common Estate Planning Mistakes and How to Avoid Them – and co-author of Growth Without Risk.
David has been a featured speaker at a multitude of investment conferences and a frequent guest on national television, including appearances on CNN, Fox News, CNBC, Money Talks, and Bloomberg TV.
He is also CEO of Phillips Financial Services.
With clients in every state, his companies have assisted thousands of Americans in properly planning their estates.
David graduated from Brigham Young University. He is an active member of his church and coached the Arizona State University Water Ski Team from 1994 to 2006, winning the National Championship in 2001.
To learn more about David and Estate Planning Specialists, click here.
David’s publications and investment research services include:
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