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M. Devin Phiffer

CFP
Retirement Planning Specialist

Phone: 432-570-1450
Fax: 432-684-6840
Mobile Phone: 432-638-3235
E-mail: mitchel.phiffer@axa-advisors.com

At Retirement Group

Sterling Group

I am a lifelong resident of West Texas.  I was born and raised in Midland and educated at Angelo State University and Texas Tech University.  Following college I served our country in the US Army Infantry.  After having reached the rank of Staff Sargent, I left the military to finish my education and pursue my dreams of being my own boss and establishing a financial services firm. 

I began offering financial services in Texas in 1993.  Since that time, I have focused my practice on estate and retirement planning and investment advisory services.  By utilizing my military discipline and precision, I endeavor to provide my clients and their families a unique and pleasurable experience in identifying their financial goals and developing and implementing customized strategies to help build, protect and preserve their wealth.

I am honored to have received the following recognition from within the financial services community:

  • Selected as one of America's top financial planners by the Consumer's Research Council of America in the 2005 and 2006 editioins of "Guide to America's Top Financial Planners" (rating is  not indicative of future performance.  Please visit www.consumersresearchcncl.org for information on how Consumer's Research Council of America selected Top Financial Planners for 2005-2006).

 

  • Sterling Group - Earned membership to one of AXA's most prestigious groups comprised of distinguished, inovative, and respected financial professionals within the company.

 

  • Eight consecutive National Leader's Corps awards.

 

My professional goal is to provide my clients with outstanding advice and consultation.  To this end, I reguularly attent industry training and certification programs.  I have completed the curriculums and passed the rigorous exams for:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • NASD Securities Registrations: Series 7,63,65
  • Texas Life and Health Insurance

In addition, I am a member of the following professional organizations:

  • Financial Planning Association (FPA)
  • Million Dollar Round Table (MDRT)
  • Midland Business and Estate Council

 

Please feel free to contact me directly at (432) 570-1450 or email me at mitchel.phiffer@axa-advisors.com

 

CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.