Phillip Shetsen started out as an advisor in 2011, but was no new comer to the field of financial services. He worked with Union Bancaire Privee Asset Management from the peaks of financial markets in 2008 to the 2010. There he found his passion for working with individuals on complex financial strategies to help meet their needs. In 2011, Phillip started as a financial advisor with Prudential Advisors*. In 2016, he founded Bona Vita Benefits—a company focused on providing health insurance benefits to his institutional clients. In 2018, Phillip reorganized his company as a DBA with Prudential Advisors and launched Bona Vita Benefits: a company focused on providing employer benefits, insurance strategies and asset management to both business owners and individuals.
Phillip has been a member of various leadership conferences such as Million Dollar Round Table, Prudential President’s Conference, Annuities Master Council, and Life Founders Conference.
In his spare time, Phillip enjoys playing golf at Montclair Golf Club, traveling, hiking and partaking in various charitable organizations where he can continue to make an impact.
*"Prudential Advisors" is a brand name of the Prudential Insurance Company of America and it's subsidiaries located in Newark, NJ.