Phillip Hanks, CFP is a Certified Financial Planner™ & founder of Black Oak Wealth Management, Inc. He is also a member of multiple organizations.

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Certified Financial Planner

“Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.”

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NAPFA member

“While many financial professionals refer to themselves as financial advisors, true financial planners complete rigorous training to earn the CFP® designation from the CFP Board.”

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Fee-Only Network Member

“The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model.

 
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XY Planning Network Member

“XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y.”

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Society of Financial Service Professionals Member

Greensboro, NC chapter