Philip Catalan The Retirement Group LLC

Financial Advisor
The Retirement Group

Philip has over 20 years of experience in the financial services industry having worked for Patelco Credit Union, Merrill Lynch and Chase Manhattan Bank where he has specialized in managing the accounts of affluent individuals. Philip is a retirement specialist with extensive experience in financial planning and investments. He holds his Series 7, 63 & 65 and insurance licenses and can offer a full range of financial planning instruments. Together, Philip Catalan and The Retirement Group have consulted with thousands of employees from major corporations such as Pacific Bell, GTE, PG&E, Lucent, Chevron, Verizon, and Northrup Grumman.

Registered Representative of and securities offered through QA3 Financial, Member FINRA/SIPC. Investment Advisor Representative of and Advisory Services Offered Through The Retirement Group, LLC. The Retirement Group, LLC and QA3 Financial are not affiliated companies. * The Retirement Group is not affiliated with your company. We are an independent financial advisory group specializing in transitional employees. The Retirement Group, LLC is not affiliated with AT&T Retirement or Verizon Retirement.