Philip Dondes, CFP®, CLTC, MSc
Wealth Planner, Insurance
passion is to help clients seek financial security. His aim
is to find innovative financial strategies to his help clients enjoy
lifestyles, build their personal wealth, educate their children, and
worry-free retirement. Hallmarks of Phil’s practice include honesty,
timeliness, compassion, attention-to-detail and a sense of humor.
his financial services career in 2007, Phil helped
hundreds of families plan their final arrangements in accordance with
cultural, ethnic, and religious preferences. His first-hand experience
diverse families coping with dying loved ones bears witness to his
advocacy for advance planning. Phil endorses protecting families
possible from life’s misfortunes. He believes caring for your
the circumstances and helping people through difficult times brings a
balance and fulfillment to our professional and personal lives.
moments took place when Phil taught his daughters to ride
their bicycles. When he finally let go of their bikes, his heart
skipped a beat
fearing the worst. After a couple of wobbles and a scraped knee, his
were all set. What a metaphor of life!
Phil is a native
Washingtonian. He earned his Bachelor and Master degrees
in Computer Science from University of Maryland and George Mason
respectively, and his Certificate of Financial Planning from University
Virginia. He enjoys biking, hiking, classic cars, restoring furniture,
reading. Phil is an outdoorsman, equally at home at the beach or the
He and his wife, Renee, spend much of their time providing
their two young daughters, Sydney and Ashley.