Phil Calandra

Further information about Phil Calandra:

Phil Calandra has established a nationwide reputation in the financial services community. Highly regarded around the country as a money strategist, Phil is a noted lecturer and educator. He is a Registered Financial Consultant (RFC) and is a member of the International Association of Registered Financial Consultants and is a Registered Investment Advisor. Phil is the co-founder and President of The Calandra Group and Calandra Wealth Management. In this capacity Mr. Calandra provides fee-based financial planning and advisory services to individuals, professionals and closely held corporations. This includes, but is not limited to, individual financial plans, wealth management and investments, business plans, and ongoing business consulting billed on an hourly rate basis.

His in-demand platform presentations, on financial related topics, have been presented to civic, social, fraternal, religious, corporate, and professional groups, plus at association and business gatherings. Calandra also writes for the financial press. He has been called upon by major universities including University of Georgia, Georgia Southern University, University of Tennessee and Florida State University. Forrest Wallace Cato, Editor-In-Chief of the 88-year old Financial Services Advisor magazine said, " Phil Calandra makes those in the financial planning industry very proud."

Phil is a member of the Investment Management Consultants Association (IMCA) and the National Association of Independent Mortgage Bankers, qualified for MDRT Top of the Table status with the National Association of Insurance and Financial Advisors (NAIFA), and he earned entry into The Chairman's Council of The AmerUs Group and Tucker Advisory Group. Phil received the highest award the State of Kentucky can bestow, The Kentucky Colonel and is an American Legion Civic Leadership Award recipient. This financial planner is listed in Who's Who Among Executives and Professionals.

For over 15-years Phil has served as a consultant to such Fortune 500 corporations as Coca-Cola, Walt Disney World, UPS and Georgia-Pacific. This award-winning financial planner's expertise has been utilized in finance, marketing, economic development, and e-commerce.

A native of the Atlanta area, Phil resides in Kennesaw, Georgia with his wife and business partner Jennifer. They have four sons. Phil is an active member of Piedmont Church and enjoys reading and playing trumpet.

Compensation and Fee Structures:

We are a Fee-Based advisory firm. Fees are fully disclosed and outlined prior to engagement of service.

Licenses, Certifications & Affiliations:

* Series 65
* Insurance Licensed
* Registered Financial Consultant
* Member National Ethics Bureau
* Accredited Better Business Bureau
* Investment Management Consultants Assoc.
* Retirement Income Industry Assoc.

Education:

Bachelors of Business Administration, Georgia Southern University, 1991

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Further information about Calandra Wealth Management, LLC:

(Size of firm: 0-9 advisors)

Our mission as a Registered Investment Advisory firm is to inform, educate, and empower our clients, family and friends. The current economic environment that surrounds us requires sound financial thought and strategies. Please have confidence in knowing that our firm is committed to your financial well-being and success.

Calandra Wealth Management offers a unique and successful approach to personal financial management. In the interest of optimizing our client's long-term plans and wealth management results, we apply an integrated approach and provide our clients with a concerted package of wealth planning and management. Please explore our website (http://www.thecalandragroup.com) and go to the "more info" page and complete the online form and we will soon mail you our exclusive brochure and overview of the services offered by CWM. (There is no cost for this offer).