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Philip Wegman CFP®, EA
Philip came to IPI Wealth Management in 2022 after working for 2 years at a nationally recognized financial management organization. He was recruited there as part of an accelerated training program where he moved through several different departments gaining valuable knowledge and eventually advising high-net-worth clients. Philip is a CFP® professional as well as an Enrolled Agent. Philip is especially passionate about helping small business owners through financial planning.
As a Service Advisor, Philip’s top priority is supporting the lead advisors with financial planning while also supporting clients who have financial planning questions and issues.
Kansas State University
Bachelor of Science in Personal Financial Planning
Outside of Work
Philip is active in his church, the Apostolic Christian Church of America. He is engaged to Emily who owns several coffee shops in Central, IL which keeps him busy. Additionally, Philip is an avid, if not poor, chef. Beyond the kitchen, Philip loves art in all its forms (music, poetry, paintings, and film are his favorites).