Let's move forward. Together.

Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Phillip Tanner CFP®

Financial Advisor

With nearly 18 years in the financial services industry, Phil enjoys helping clients with their comprehensive financial planning and wealth management needs.  Prior to joining UBS, Phil served clients as a Wealth Manager at Goldman Sachs’ independent channel.

Phil is a native of the Coachella Valley and returned to the desert after attending Purdue University.  Phil and his wife Amber live in Palm Desert with their two sons, ages 9 and 7.  In his free time Phil enjoys coaching his boys’ sports teams, hiking, skiing and many other outdoor activities with his family. 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • WA
  • WI

Education

  • Palm Desert High School
  • Purdue University

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
Long-term care planning
Retirement planning
Investing
401(k) plan services
Philanthropy
Legacy planning
75-280 Highway 111
Indian Wells, CA 92210
  • (760) 636-7226

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Outlook on interest rates

Who we work with

Who we work with

retirement couple

Retirement planning

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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