Phil Traa is an Investment Advisor Representative with Pacific West Financial Consultants, Inc. and a Registered Representative with Pacific West Securities, Inc.

Phil began his financial services career after nearly a decade of construction project management experience. He graduated from Oregon State University with a degree in Business with a minor in Construction Engineering Management. He started his financial services career with a large Wall Street brokerage firm before making the move to independent financial services.

Phil's asset management process involves using a step-by-step approach to determine each client’s unique situation, values, needs and goals and then utilizes both strategic and tactical approaches with the goal of building, managing and preserving the clients financial well-being.

Phil lives with his wife Kimberley and two young sons in the Portland area, is an avid skier, golfer and budding wine aficionado and can usually be found playing outside on the weekends.

Areas of Focus include:

• Trust Asset Management services – Providing Institutional Trust Capabilities and Trust Asset Management for local Banks and their clients.
• Investment Advisory Services - Including Investment Management and Retirement Planning.
• Asset Distribution and Income Planning - Including retirement income Planning and counseling on the financial structuring of legal settlements.