Joe Phillips is a Registered Investment Advisor, a Certified Estate Advisor and a member of the National Association of Financial & Estate Planners, as well as a member of the Arizona Society of CPA's.

He has been in the financial industry for over 13 years, working with American Express Financial Advisors, Charles Schwab, and on Wall Street as Head of Clients services and Trading. He currently serves as an Arbitrator for the NASD and is an "Expert Witness" for several security law firms, as well as the Managing Principal for Second Look Financial.

Second Look Financial, llc. is a full service investment advisory firm offering asset management, tax preparation, trust and estate planning, mortgages, and insurance. Joe Philips is fourth generation entrepreneur, and native of Arizona. Currently he owns several small businesses, all relating to the investment industry, and has been a frequent speaker on related topics.