Philip Athey, CFP®

Philip Athey

10000 North Central Expressway
Suite 700
Dallas, Texas 75231
pathey@atlaswa.com
Phone 972.421.2049

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Areas of Expertise

Education Planning
Retirement Planning
Operations/Management

Philip is a Financial Advisor at Atlas Wealth Advisors in Dallas, Texas. He received his B.B.A in Marketing from Texas Tech University before starting his advisory practice in 2004. Since then Philip has continued to further his education in his field. He currently holds his Charted Retirement Planning Counselor and Certified Financial Planner designations.

Philip is a sports enthusiast and enjoys everything related to Texas Tech. He spends much of his time outdoors whether that be golfing, coaching his son’s soccer team, working in his yard, or canoeing. Philip is an active member in his community of Richardson where he lives with his wife Jenny and three children Avery, Andrew, and Ellie.

Education

Texas Tech University
B.B.A. in Finance

College for Financial Planning
Certified Financial Planner
CFP®

College for Financial Planning
Chartered Retirement Planning Counselor
CRPC®