Broker Check
C. Phillip Pigott

C. Phillip Pigott

Certified Financial Planner, AEP, AIF, CPFA, MSFS

C Phillip Pigott was born in Storm Lake, Iowa on October 17, 1942. Phil is married to his Jr. High sweetheart and has 5 children and 12 grandchildren. His passion for education and knowledge is exemplified in his extensive list of accreditations, degrees, certificates, awards, involvement in community associations and is a designee of the Who's Who in California.  His business experience includes more than forty years in financial services. His earlier career includes individual executive management with Pacific Financial Companies. During the past thirty years he has managed his own firm that provides financial, insurance and securities services to individuals and businesses throughout the San Joaquin Valley.

Credentials include:

Bachelor of Arts - Buena Vista University '67

Chartered Life Underwriter-CLU 71

Pension Planning Specialist Certification - 77 & '86

Advanced Estate and Gift Tax Planning Certification '82

Financial Counseling Certification '82

Chartered Financial Consultant - ChFC '83

Master of Science - Financial Services - MSFS - American College '86

Certified Financial Planner - CFP - College for Financial Planning '89

Certified Employee Benefit Specialist - Candidate - CEBS - Wharton School

Certified Retirement Administrator - CRA '00

Retirement Plans Associate - RPA '01 Wharton School of Univ of Pennsylvania

Accredited Estate Planner -AEP National Association of Estate Planners & Councils '10

Accredited Investment Fiduciary - AIFfi360 Center for Fiduciary Studies '12

Who's Who in California - Designee / Estate Planning Council of Tulare/Kings Counties-Founder & Past President / Estate Planning Council of Fresno – Member / American Society of Pension Professionals and Actuaries ASPPA - Member / American Society of CLU - Past Director / ASCLU Continuing Education - Past Chairman / Estate Planning. Trust and Probate Law Section Committee-State Bar of Calif / Outstanding Young Men of America for 1977 - Award Recipient / California Community Colleges - Previous Instructor / United Crusade - Past Chairman / Toastmasters - Past President & Director / Calif Association for Neurologically Handicapped Children - Past Pres & Director / Junior Achievement - Past Member / Boy Scouts of America - Past Member / Christian Service Organization - Member / Buena Vista Alumni Association - Member / International Association for Financial Planning - Member / Ethics Committee of NALU - Past Chairman / National Association of Plan Advisors NAPA - Member / Society for Human Resource Management SHRM - Member / Rotary & Kiwanis Clubs - Past Director & Member