Philip Fried, CFP®

Philip has been part of the Westfuller team since 2022, focusing on comprehensive financial plan development and working cross-functionally to help clients clarify and strengthen their unique financial trajectories.

Philip brings a depth of experience that spans the full spectrum of financial planning. Prior to Westfuller, he served as a Financial Planner at Radnor Financial Advisors and Condor Capital Management, building expertise across diverse client needs. He also founded FiveTwentyNine and Planning Analytics & Consulting, LLC, through which he has channeled his entrepreneurial drive and deep commitment to expanding access to thoughtful, personalized financial guidance.

A passionate advocate for financial literacy, Philip volunteers his expertise through pro bono work, believing that sound financial knowledge should be available to everyone. His approach to planning is deeply personal — shaped in part by witnessing the resilience of his late grandmother, who navigated widowhood in her early 40s and successfully raised her family through careful financial stewardship.

Philip holds the Certified Financial Planner (CFP®) designation and earned his MBA from the Simon Business School in Rochester, NY. He resides in Merion Station, PA with his wife and three children.