Meet our Advisor:

Phil Held, LACP

Text_2

pheld@theestablishmentnys.com | 716.843.3181

my story

After working in the nonprofit field, I fell in love with the idea of running my own business and helping others. Thirteen years ago, I was lucky enough to find the opportunity to work in financial services. My work is all about helping people plan for uncertain times so that they can not only reach all of their financial goals, but protect their families.

My family life was spent growing up in Hamburg, surrounded by friends I’ve known since playing Little League baseball, spending days at the beach, and passing nights playing our favorite Pearl Jam songs. It was a great place to make years full of memorable moments, ones I still carry with me every day.

Now, I have a family of my own. Settled in Clarence, we all like to get out and be a part of things, together. Whether out to a local concert, community event or farmers’ market, it’s great to make new memories with my wife and kids, all while feeling the same connectiveness that makes Western New York such a special place.

You should know

Problematic Sabres fan, and discriminating chicken wing connoisseur. I’m a board member of Amherst High School Academies and Board Member/President of National Association of Insurance and Financial Advisors - New York State.

fun facts

Dream job

NHL player

Drink of choice

Spot Coffee

Can't live without

Pearl Jam

Favorite book

Unbreakable by Thom Shea

book a class with phil
Phil Held, LACP

Wine & Investing 101

WEDNESDAY / NOV 20

@ Tony Walker Plaza | 6:00PM - 8:00PM

Phil
BOOK CLASS
Phil Held, LACP

Creating A Budget

WEDNESDAY / DEC 11

@ Tony Walker Plaza | 6:00PM - 7:30PM

Phil
BOOK CLASS