Philip Tompkins

Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 06/2017
  Middletown High School South
  Middletown, NJ
• 09/2017 → 05/2019
  Brookdale Community College
  Lincroft, NJ
• 09/2019 → 05/2021
  Stockton University
  Galloway, NJ
• 09/2017 → 10/2023
  Undici Taverna
  Rumson, NJ
• 07/2021 → Present
  Cra Financial Llc
  Northfield, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-20

Designations

• Certified Financial Planner