Philip Fried, CFP®, MBA
Philip joined Condor in 2018 after passing both the CERTIFIED FINANCIAL PLANNERTM and Series 65 certification exams and completing his MBA in Finance at the Simon Business School in Rochester, NY. He previously completed his Bachelor of Arts degree in Economics from the University of Maryland Baltimore County in 2013. He was attracted to Condor because of its fee-only compensation model and numerous accolades from publications such as Barron’s and NJBIZ.
Philip helps enhance each client’s broader financial picture by performing insurance, education, retirement, tax, and estate planning analyses. He loves the challenge of applying the details and nuances of these complex topics to each client’s unique situation.
Outside of work, Philip enjoys spending time with his wife and two sons and playing/following basketball, baseball, and football. He is also a member of the Financial Planning Association (FPA), where he exchanges thoughts and ideas with industry peers to help improve and further the financial planning profession.