Phoenix Arnold

Investment Administrator

Phoenix Arnold ensures that every client receives the highest quality assistance, troubleshoots any issues, and provides valuable context to guide them through their journey to financial peace of mind. He is also pivotal to our Operations Department, where he handles trades and facilitates deposits and withdrawals for clients. 

Education & Background

• Associate of Arts, Business Administration and Management, College of the Redwoods, 2021
• Bachelor of Science, Business Administration, California State Polytechnic University Humboldt, 2023
• Investment Administrator, Premier Financial Group, 2023-present

Credentials & Certifications

• Summa Cum Laude, California State Polytechnic University, Humboldt, 2023
• Series 65 License, 2023

Specialties

Phoenix is committed to upholding the highest standards of professionalism and integrity. He finds helping clients alleviate stress about financial planning to be the most rewarding aspect of his role. Phoenix contributes to our collaborative environment, working with colleagues to provide comprehensive and transparent guidance to every client.