Philip G. Backholm Jr., CPA

Philip G. Backholm, Jr. is a Managing Director with over 35 years of experience in the Financial Services Industry. He is a Certified Public Accountant and has responsibility for the specific client case design relating to pre- and post-retirement life insurance, non-qualified deferred compensation, Internal Revenue Code Section 409A, independent review of existing plans, and annual regulatory compliance accounting and reporting. Prior to joining Pensionmark, Mr. Backholm spent 12 years with KPMG. There he worked providing auditing and consulting services to financial institutions and insurance companies. Mr. Backholm is a member of the American Institute of Certified Public Accountants. In addition to his CPA license, Mr. Backholm also maintains Series 6, 26 and 63 securities registrations. Mr. Backholm graduated from Bentley University with honors with a degree in accounting and a minor in mathematics.