Phil Wasserman is CEO of Phillip Roy Financial Services – the #1 Retirement Income Planning firm in the nation, with Florida offices located in Clearwater/Tampa, Sarasota, Naples, Boca Raton, North Palm Beach, Fort Lauderdale, and Orlando.

Phil Wasserman brings to his company nearly 30 years of expertise and experience in life, health, and long term care insurance. He works with top estate planning attorneys to help Florida retirees protect hundreds of millions of dollars in retirement accounts, pension plans, and IRAs. As one of the most sought-after hedge fund investing experts, Phil also says he aims to help retirees live richer in their retirement than when they were working.

Phil Wasserman takes pleasure in presenting thousands of financial seminars and workshops on retirement income planning each year to over 40,000 people statewide. The foundation of his empire is the highly educated and experienced team of certified senior financial advisors, certified public accountants, registered investment advisors, noncommissioned stockbrokers, certified elder planning specialists, and certified estate planners. Phil says his ultimate goal is to bring Florida retirees peace of mind by reducing or eliminating their financial worries in retirement.

Phil is a graduate of Stetson University in Florida and Kalamazoo College in Michigan.

Frank Pizzoferrato is a Certified Estate Planner and the Managing Partner for the Naples, Florida office of Phillip Roy Financial Services.

Frank Pizzoferrato has over 25 years of experience in life insurance, health insurance, Long Term Care insurance, annuities and estate planning. Frank was born and raised in Chicago, IL where he received his Bachelor of Science degree in Business and Finance from DePaul University. He is a full-time resident of Naples and has two children, Giovanna and Tatianna.

Avis L. Johnson is the Executive Assistant for Phillip Roy Financial Services in Naples, Florida. She focuses on organizing and maintaining the executives’ schedule for offices statewide. She also coordinates and assembles meetings and conferences, and relays communications to senior management and appropriate departments. Avis is the point-of-contact for client status and conducts all responsibilities of the receptionist duties, including answering multiple phone lines, filing and mass mailings.

Born and raised in California, Avis comes to Phillip Roy Financial Services from California State University, Northridge, with a degree in Business Administration. Her prior work experience was as an office manager of Family First Estate Planning, Arcadia California. Avis and her two boys, Evan and Ian, are new residents to the East Coast of Florida.