Philip Rontell

Current Employers

Employment History

• 06/2019 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 05/2018 → 05/2019
  Keller Williams Realty East Bay
  Walnut Creek, CA
• 01/2018 → 05/2018
  American Income Life
  Concord, CA
• 01/2015 → 01/2017
  United States Liability Insurance (Usli)
  San Ramon, CA
• 02/2017 → 04/2017
  Berkshire Hathaway Home Services
  Walnut Creek, CA
• 05/2017 → 07/2017
  Globe Co
  Pleasanton, CA
• 07/2017 → 12/2017
  Young's Market
  Pleasanton, CA
• 03/2026 → Present
  Lifetime Planning And Marketing, Inc.
  Oakland, CA

Other Businesses

Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 03/2026 Hours devoted to OBA monthly: 3 hours during trading hours / 3 hours during non-trading hours Name of business: The Agency of Alamo, CA Investment related: Yes Nature of the business: I am a referral only agent Address: 3236 Stone Valley Road West , Second Floor, Alamo, CA 94507 Position: Referral only licensed real estate agent Duties: i refer people to agents when they need one Relationship with other business: Licensed referral only agent Start date: 07/2024 Hours per month during market hours: 0 hours Hours per month outside of market hours: 1 hour

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-15