About



Philip L. Stockton
,
CFP®
CERTIFIED FINANCIAL PLANNER™
Principal

Philip L. Stockton, Principal and Founder of TechGen Financial, is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Investment Advisor in the state of Massachusetts. Philip’s mission is to help families and small business owners reach financial independence faster than their peers. His background in high tech start-ups combined with his financial knowledge provides him with the insight to successfully guide clients, especially those in the high tech community, to reach their financial goals.

Philip spent the first 10 years of his career working for small software start-up companies that primarily developed engineering automation tools. In his final position in the High Tech world he was responsible for creating cost justifications and analysis for multi-million dollar enterprise software system purchases. When the last company ran out of money, Philip decided it was time to change careers but he wanted to stay connected to the world of high tech start-up companies.

“I always enjoyed working for Start-ups, all the energy and enthusiasm that comes from creating an entirely new product and then the challenge of getting out in front of people to explain how this new product will save them time and money,” Philip stated.

Reflecting back on his career he realized “The one thing that kept me sane through all of the ups and downs that Start-ups go through was the knowledge that the financial plan that my advisor and I had put together accounted for the volatile career I was in.” With that he joined Cambridge Cape Cod Advisors in 2006 to work along side his financial advisor of ten years.

Philip graduated from the University of Massachusetts at Amherst in 1991 with a Bachelor of Science in Mechanical Engineering and received his Certificate of Financial Planning from Boston University in May of 2010. Philip was certified to use the CFP® marks by the CFP Board in March of 2011 and is currently a CFP® practitioner. He also holds a certification as a College Planning Specialist (CCPS) from the National Institute of Certified College Planners.

In 2008 he founded TechGen Financial located in Sharon MA. “My goal for TechGen Financial is to help young families build and implement a comprehensive financial plan for college and retirement without the stress that is normally associated with finance.” stated Philip.

Philip is a member of the Alliance of Cambridge Advisors (ACA), the only fee-only financial planning community focused on the holistic planning strategies that create true wealth for their clients. In 2012 Philip became a member of The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors. Philip is also an active member and often holds one of the leadership seats of the Blue Hills Chapter of BNI which focuses on helping small businesses south of Boston grow their business. Philip was published in the April/May 2007 copy of Today’s Chiropractic LifeStyle Magazine.

Philip enjoys traveling both locally and internationally, biking, hiking and spending time with his wife and two sons. Philip and his sons are all actively engaged in Tae Kwon Do.

Email Philip at Phil@TheLifestyleOfYourDreams.com

About TechGen Financial

TechGen Financial was founded in 2008 by Philip L. Stockton, CFP® and is located in Sharon MA. TechGen Financial is focused on providing small business owners and families living south of Boston with objective and unbiased financial advice focusing on retirement planning. TechGen Financial follows the ACA Fee-Only approach to holistic financial planning. Philip, as a NAPFA-Registered Financial Advisor operates TechGen Financial in accordance with NAPFA’s values:

  • To be the beacon for independent, objective financial advice for individuals and families
  • To be the champion of financial services delivered in the public interest
  • To be the standard bearer for the emerging profession of financial planning

 

 

 

 

 

 

 

 

CFP®

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