FINANCIAL PLANNING FOR THOSE OVER AGE 40
Customized solutions to help you
reach your goals and invest wisely.
A MODERN, FLEXIBLE APPROACH
1
Meet your financial objectives by understanding your goals and your investment allocation through customized solutions and tax planning.
2
Keeping you on track by reviewing and proactively managing your investment assets and helping you design an asset allocation.
INNOVATIVE SOLUTIONS FOR LONG-TERM FINANCIAL SUCCESS
NO PRODUCT SALES, COMMISSIONS, OR HIDDEN FEES
A FIDUCIARY ACTING IN YOUR BEST INTEREST SERVING YOUR NEEDS, NOT OURS
PRIORITIZING YOUR
UNIQUE NEEDS
Our objective at 1522 Financial is to offer transparent, flexible solutions to help you reach your goals and invest wisely. Every client we partner with is unique. Whether it be a simple “check-up” or a comprehensive plan with ongoing management - we adjust to meet your needs, not the other way around. To get started, click below.
FOCUSED ON MEETING YOU AT YOUR STAGE OF LIFE
NO NONSENSE APPROACH TO PLANNING
Founded in 2022, our unique financial services firm offers creative and modern financial solutions that can help you see your goals realized. We offer our time and expertise - not products.
A FOUNDER THAT HAS YOUR BACK
PHILIP MOCK, CFA, CFP®
Prior to forming 1522 Financial, I was Chief Investment Officer of an independent Trust Company in Oklahoma. Since 2012, I have been managing investment portfolios and implementing investment strategies, helping high-net worth clients plan for retirement, navigating tax planning concerns, and identifying estate planning opportunities. Prior to that, I was a practicing CPA, both as an external and internal auditor.
A proud alumnus of Oklahoma State University (go Pokes!), I’m a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional.
My free time is best spent with my wife, Cassie, enjoying ice cream with my two children, golfing, and playing guitar.
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