Phillip Christenson

Fee-Only Financial Planning and Investment Management located in Plymouth, MN

CFA at Phillip James Financial in Plymouth, MN


Phillip Christenson is a co-owner of Phillip James Financial, a Fee-Only wealth management company. He works out of the main office located in Plymouth Minnesota but also serves the twin cities and surrounding suburbs. He focuses on retirement planning, college planning, investments, insurance needs analysis, and other financial planning needs. The company also provides tax planning and preparation services. Phillip helped found Phillip James Financial in 2010 with the mission to help you reach your financial goals with a thorough understanding of your personal situation, smart technologies and without pushy product sales. The focus is always on you, the client, and our relationship starts with a face-to-face meeting. His personal website and blog is We believe in building long-term relationships with our clients, getting to know their reason for investing and planning. This is what we call "Investing with Purpose." Everyone has a purpose, we want to understand yours and build your plan and investments around this.

3675 Plymouth Boulevard Suite 110 in Plymouth, MN 55446
Languages: English
Year started: 2008


Peer Endorsements

Best Answers

Asked by Alice
Answered by Julia M. Carlson
Financial Adviser in Newport, OR
Alice, you make a great point. I believe that we should be able to work hard and play hard. I’m not sure who’s giving you advice to not spend it, but I encourage many ...
Asked by Terrance
Answered by Christopher Nesbitt
Insurance Agent in San Clemente, CA
This is an excellent question, Terrance, and one which more 25-year-olds should be asking, especially since there are no guarantees that Social Security will be there ...
Asked by Jose
Answered by Rob Jupille
Financial Adviser in Santa Monica, CA
An S Corp has both advantages and disadvantages compared to being a sole proprietor. From a self employment tax standpoint, by designating a 'reasonable' amount of he...









  • Business Planning
  • Education Savings
  • Equities
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments




CFA Society of Minnesota


Chartered Financial Analyst (CFA)
Registered Tax Return Preparer (RTRP)



Angie's List Super Service Award
Top Advisor Blogs


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Phillip Christenson, CFA Official Blog

Speaking Engagements

No Speaking Engagements listed.



Investment Analyst
Financial Advisor and Portfolio Manager
Wealth Management


University of St. Thomas
University of St. Thomas


The opinions voiced in this material are for general information only and are not intended to provide specific investment, tax or legal advice for any individual. To obtain such advice, contact your financial advisor, accountant or attorney. All performance referenced is historical and is no guarantee of future results. We try to keep information accurate and up to date, however we cannot make warranties regarding the accuracy of our information.