Phil Matheson is a Managing Director based in Accelerate Retirement’s Aliso Viejo, California office. Phil Specializes in Retirement Plan Management and Individual Wealth Management.
Phil has specialized in the retirement plan industry for over 15 years. Phil specializes in all areas of retirement plan management, including, participant education, investment due diligence, plan committee support and fee benchmarking.

Interests

Phil is an active member of the University of Arizona Alumni Association and the Sigma Chi Orange County Chapter. When not in the office, you can find Phil playing all types of sports including golf, pickleball and basketball. He and his wife Renee live in San clement, CA and have three children, Sophia, Olivia and Ryan.

Education

Phil graduated from Orange Lutheran High School and The University of Arizona. Phil holds the AIF, CEFEX, CRPS ® and C(k)P ® certifications, and Series 7 & 66 Licenses.

Specialty

Retirement Plan Management and Individual Wealth Management