Phil Settembrino, WMCP®, serves as the President of Northern Westchester Financial Services since January 2016, leading an independent financial planning firm focused on organizing clients' financial lives and aligning recommendations with their goals. With extensive experience in the financial sector, Phil has held the role of Representative at Cadaret, Grant & Co., Inc. since 2001 and was formerly a Partner and Financial Consultant at Professional Financial Consultants from September 2001 to December 2015. Previous roles include Licensed Assistant at Smith Barney and Stock Loan Trader at Maple Partners. Phil earned a Bachelor of Science in Business Administration with a major in Economics Finance from the University of Hartford, graduating in 1999 after attending Yorktown High School from 1991 to 1995.
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